Tradewinds 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 | $26.4K | Buy |
996
+166
| +20% | +$4.4K | 0.01% | 260 |
|
|
2025
Q1 | $23.2K | Buy |
830
+828
| +41,400% | +$23.2K | 0.01% | 271 |
|
|
2024
Q4 | $55 | Buy |
+2
| New | +$55 | ﹤0.01% | 652 |
|
|
2024
Q2 | – | Sell |
-510
| Closed | -$13.7K | – | 611 |
|
|
2024
Q1 | $13.7K | Sell |
510
-540
| -51% | -$14.5K | ﹤0.01% | 279 |
|
|
2023
Q4 | $26.6K | Hold |
1,050
| – | – | 0.01% | 170 |
|
|
2023
Q3 | $24.8K | Hold |
1,050
| – | – | 0.01% | 168 |
|
|
2023
Q2 | $25.4K | Hold |
1,050
| – | – | 0.01% | 166 |
|
|
2023
Q1 | $25.6K | Buy |
+1,050
| New | +$25.6K | 0.01% | 161 |
|