Teamwork Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
70,668
-32,543
| -32% | -$862K | 0.22% | 67 |
|
|
2025
Q1 | $2.89M | Buy |
103,211
+44,872
| +77% | +$1.25M | 0.38% | 49 |
|
|
2024
Q4 | $1.59M | Sell |
58,339
-4,841
| -8% | -$132K | 0.21% | 69 |
|
|
2024
Q3 | $1.78M | Sell |
63,180
-5,271
| -8% | -$149K | 0.25% | 60 |
|
|
2024
Q2 | $1.77M | Sell |
68,451
-172,542
| -72% | -$4.47M | 0.26% | 59 |
|
|
2024
Q1 | $6.48M | Buy |
240,993
+36,030
| +18% | +$968K | 1% | 34 |
|
|
2023
Q4 | $5.2M | Buy |
204,963
+753
| +0.4% | +$19.1K | 0.89% | 28 |
|
|
2023
Q3 | $4.82M | Buy |
204,210
+16,644
| +9% | +$393K | 0.79% | 34 |
|
|
2023
Q2 | $4.54M | Buy |
187,566
+6,207
| +3% | +$150K | 0.74% | 33 |
|
|
2023
Q1 | $4.42M | Buy |
181,359
+94,713
| +109% | +$2.31M | 0.82% | 33 |
|
|
2022
Q4 | $2.18M | Buy |
86,646
+19,737
| +29% | +$497K | 0.44% | 37 |
|
|
2022
Q3 | $1.48M | Buy |
66,909
+25,458
| +61% | +$564K | 0.32% | 50 |
|
|
2022
Q2 | $990K | Buy |
41,451
+3,015
| +8% | +$72K | 0.22% | 81 |
|
|
2022
Q1 | $1.01M | Sell |
38,436
-66,837
| -63% | -$1.76M | 0.19% | 98 |
|
|
2021
Q4 | $2.84M | Buy |
105,273
+954
| +0.9% | +$25.7K | 0.52% | 31 |
|
|
2021
Q3 | $2.58M | Sell |
104,319
-1,416
| -1% | -$35K | 0.51% | 32 |
|
|
2021
Q2 | $2.67M | Buy |
105,735
+1,485
| +1% | +$37.4K | 0.54% | 33 |
|
|
2021
Q1 | $2.53M | Buy |
104,250
+1,536
| +1% | +$37.3K | 0.59% | 31 |
|
|
2020
Q4 | $2.2M | Buy |
102,714
+1,404
| +1% | +$30K | 0.52% | 33 |
|
|
2020
Q3 | $1.87M | Sell |
101,310
-2,505
| -2% | -$46.2K | 0.58% | 29 |
|
|
2020
Q2 | $1.79M | Buy |
103,815
+11,346
| +12% | +$196K | 0.64% | 31 |
|
|
2020
Q1 | $1.39M | Buy |
92,469
+54,642
| +144% | +$819K | 0.86% | 25 |
|
|
2019
Q4 | $730K | Buy |
+37,827
| New | +$730K | 0.44% | 53 |
|