Total Clarity Wealth Management’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
$3.1M Buy
+116,816
New +$3.1M 0.89% 33
2022
Q1
Sell
-48
Closed -$1K 770
2021
Q4
$1K Buy
+48
New +$1K ﹤0.01% 965
2020
Q1
Sell
-5,664
Closed -$109K 511
2019
Q4
$109K Buy
+5,664
New +$109K 0.08% 176