Thrive Capital Management (Pennsylvania)’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 | $235K | Buy |
+8,875
| New | +$235K | 0.07% | 158 |
|
|
2024
Q4 | – | Sell |
-8,868
| Closed | -$250K | – | 159 |
|
|
2024
Q3 | $250K | Buy |
8,868
+6
| +0.1% | +$169 | 0.12% | 164 |
|
|
2024
Q2 | $230K | Buy |
+8,862
| New | +$230K | 0.11% | 168 |
|
|
2024
Q1 | – | Sell |
-9,036
| Closed | -$229K | – | 188 |
|
|
2023
Q4 | $229K | Buy |
9,036
+6
| +0.1% | +$152 | 0.12% | 129 |
|
|
2023
Q3 | $213K | Buy |
+9,030
| New | +$213K | 0.12% | 130 |
|