T
Tidemark’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 | $556K | Hold |
20,976
| – | – | 0.18% | 64 |
|
|
2025
Q1 | $586K | Sell |
20,976
-222
| -1% | -$6.21K | 0.22% | 62 |
|
|
2024
Q4 | $579K | Buy |
21,198
+14,213
| +203% | +$388K | 0.22% | 62 |
|
|
2024
Q3 | $590K | Buy |
6,985
+513
| +8% | +$43.4K | 0.24% | 59 |
|
|
2024
Q2 | $503K | Buy |
6,472
+526
| +9% | +$40.9K | 0.23% | 63 |
|
|
2024
Q1 | $479K | Buy |
5,946
+1
| +0% | +$81 | 0.27% | 72 |
|
|
2023
Q4 | $453K | Buy |
+5,945
| New | +$453K | 0.28% | 65 |
|