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TFB Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
14,178
-2,812
| -17% | -$74.5K | 0.1% | 223 |
|
|
2025
Q1 | $475K | Buy |
16,990
+502
| +3% | +$14K | 0.14% | 177 |
|
|
2024
Q4 | $450K | Buy |
16,488
+11,812
| +253% | +$323K | 0.13% | 178 |
|
|
2024
Q3 | $395K | Buy |
4,676
+106
| +2% | +$8.96K | 0.12% | 196 |
|
|
2024
Q2 | $355K | Buy |
4,570
+399
| +10% | +$31K | 0.12% | 194 |
|
|
2024
Q1 | $321K | Buy |
+4,171
| New | +$321K | 0.12% | 190 |
|