True Wealth Design’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 | $27.8K | Sell |
1,050
-39
| -4% | -$1.03K | 0.01% | 315 |
|
|
2025
Q1 | $30.4K | Sell |
1,089
-496
| -31% | -$13.9K | 0.01% | 271 |
|
|
2024
Q4 | $43.3K | Buy |
1,585
+4
| +0.3% | +$109 | 0.02% | 191 |
|
|
2024
Q3 | $44.5K | Buy |
1,581
+9
| +0.6% | +$254 | 0.02% | 159 |
|
|
2024
Q2 | $40.7K | Hold |
1,572
| – | – | 0.01% | 173 |
|
|
2024
Q1 | $42.2K | Buy |
1,572
+6
| +0.4% | +$161 | 0.01% | 171 |
|
|
2023
Q4 | $39.8K | Sell |
1,566
-42
| -3% | -$1.07K | 0.01% | 166 |
|
|
2023
Q3 | $37.9K | Buy |
1,608
+6
| +0.4% | +$141 | 0.01% | 160 |
|
|
2023
Q2 | $38.8K | Sell |
1,602
-348
| -18% | -$8.42K | 0.01% | 162 |
|
|
2023
Q1 | $47.6K | Sell |
1,950
-672
| -26% | -$16.4K | 0.02% | 159 |
|
|
2022
Q4 | $66K | Buy |
+2,622
| New | +$66K | 0.03% | 138 |
|