TFG Advisers’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 | $484K | Buy |
18,261
+2,711
| +17% | +$71.8K | 0.17% | 138 |
|
|
2025
Q1 | $435K | Buy |
15,550
+2,160
| +16% | +$60.4K | 0.16% | 143 |
|
|
2024
Q4 | $366K | Buy |
13,390
+1,666
| +14% | +$45.5K | 0.13% | 153 |
|
|
2024
Q3 | $330K | Buy |
11,724
+525
| +5% | +$14.8K | 0.12% | 159 |
|
|
2024
Q2 | $290K | Buy |
11,199
+2,334
| +26% | +$60.5K | 0.11% | 161 |
|
|
2024
Q1 | $238K | Buy |
+8,865
| New | +$238K | 0.09% | 186 |
|