Tennessee Valley Asset Management Partners’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 | – | Sell |
-11,780
| Closed | -$329K | – | 147 |
|
|
2025
Q1 | $329K | Buy |
11,780
+2,341
| +25% | +$65.5K | 0.05% | 127 |
|
|
2024
Q4 | $258K | Buy |
9,439
+1,057
| +13% | +$28.9K | 0.04% | 135 |
|
|
2024
Q3 | $236K | Buy |
8,382
+324
| +4% | +$9.13K | 0.04% | 146 |
|
|
2024
Q2 | $209K | Buy |
+8,058
| New | +$209K | 0.04% | 146 |
|
|
2024
Q1 | – | Sell |
-3,744
| Closed | -$95K | – | 612 |
|
|
2023
Q4 | $95K | Buy |
+3,744
| New | +$95K | 0.01% | 170 |
|