Towneley Capital 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 | $17.9M | Sell |
676,651
-55,880
| -8% | -$1.48M | 4.11% | 8 |
|
|
2025
Q1 | $20.5M | Buy |
732,531
+20,543
| +3% | +$574K | 4.79% | 7 |
|
|
2024
Q4 | $19.5M | Buy |
711,988
+17,542
| +3% | +$479K | 4.62% | 6 |
|
|
2024
Q3 | $19.6M | Buy |
694,446
+4,332
| +0.6% | +$122K | 4.43% | 7 |
|
|
2024
Q2 | $17.9M | Buy |
690,114
+72,603
| +12% | +$1.88M | 4.2% | 8 |
|
|
2024
Q1 | $16.6M | Buy |
617,511
+6,486
| +1% | +$174K | 4.08% | 10 |
|
|
2023
Q4 | $15.5M | Buy |
+611,025
| New | +$15.5M | 3.97% | 10 |
|