Ted Buchan & Co’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 | $7.84M | Sell |
295,937
-6,162
| -2% | -$163K | 3.12% | 9 |
|
|
2025
Q1 | $8.45M | Buy |
302,099
+14,317
| +5% | +$400K | 3.99% | 7 |
|
|
2024
Q4 | $7.86M | Buy |
287,782
+4,429
| +2% | +$121K | 3.71% | 9 |
|
|
2024
Q3 | $7.98M | Sell |
283,353
-870
| -0.3% | -$24.5K | 3.79% | 10 |
|
|
2024
Q2 | $7.37M | Buy |
284,223
+2,559
| +0.9% | +$66.3K | 3.95% | 8 |
|
|
2024
Q1 | $7.57M | Buy |
281,664
+39,027
| +16% | +$1.05M | 4.65% | 7 |
|
|
2023
Q4 | $6.16M | Buy |
242,637
+11,568
| +5% | +$294K | 4.48% | 8 |
|
|
2023
Q3 | $5.45M | Buy |
231,069
+12,753
| +6% | +$301K | 4.38% | 8 |
|
|
2023
Q2 | $5.28M | Buy |
218,316
+11,784
| +6% | +$285K | 4.06% | 8 |
|
|
2023
Q1 | $5.04M | Buy |
+206,532
| New | +$5.04M | 4.21% | 8 |
|