Tiller Private Wealth’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 | $600K | Sell |
22,619
-4,530
| -17% | -$120K | 0.23% | 21 |
|
|
2025
Q1 | $759K | Buy |
27,149
+7,154
| +36% | +$200K | 0.32% | 18 |
|
|
2024
Q4 | $546K | Sell |
19,995
-528
| -3% | -$14.4K | 0.23% | 26 |
|
|
2024
Q3 | $578K | Hold |
20,523
| – | – | 0.24% | 22 |
|
|
2024
Q2 | $532K | Buy |
20,523
+2,010
| +11% | +$52.1K | 0.23% | 25 |
|
|
2024
Q1 | $498K | Sell |
18,513
-300
| -2% | -$8.06K | 0.22% | 24 |
|
|
2023
Q4 | $477K | Buy |
+18,813
| New | +$477K | 0.24% | 23 |
|