Tenon Financial’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 | $401K | Buy |
15,132
+6
| +0% | +$159 | 0.18% | 31 |
|
|
2025
Q1 | $423K | Buy |
15,126
+5
| +0% | +$140 | 0.26% | 28 |
|
|
2024
Q4 | $412K | Buy |
15,121
+4
| +0% | +$109 | 0.27% | 28 |
|
|
2024
Q3 | $426K | Buy |
15,117
+12
| +0.1% | +$338 | 0.28% | 27 |
|
|
2024
Q2 | $392K | Hold |
15,105
| – | – | 0.31% | 25 |
|
|
2024
Q1 | $406K | Buy |
+15,105
| New | +$406K | 0.34% | 22 |
|