Truvestments Capital’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 | $11.8K | Buy |
444
+4
| +0.9% | +$106 | ﹤0.01% | 621 |
|
|
2025
Q1 | $12.3K | Sell |
440
-3,790
| -90% | -$106K | ﹤0.01% | 622 |
|
|
2024
Q4 | $116K | Buy |
4,230
+4,137
| +4,448% | +$113K | 0.03% | 273 |
|
|
2024
Q3 | $2.62K | Buy |
+93
| New | +$2.62K | ﹤0.01% | 766 |
|
|
2024
Q2 | – | Sell |
-93
| Closed | -$2.5K | – | 599 |
|
|
2024
Q1 | $2.5K | Sell |
93
-720
| -89% | -$19.4K | ﹤0.01% | 603 |
|
|
2023
Q4 | $20.6K | Buy |
813
+750
| +1,190% | +$19K | 0.01% | 434 |
|
|
2023
Q3 | $1.49K | Sell |
63
-486
| -89% | -$11.5K | ﹤0.01% | 606 |
|
|
2023
Q2 | $13.3K | Hold |
549
| – | – | 0.01% | 426 |
|
|
2023
Q1 | $13.4K | Hold |
549
| – | – | 0.01% | 412 |
|
|
2022
Q4 | $13.8K | Hold |
549
| – | – | 0.01% | 425 |
|
|
2022
Q3 | $12K | Buy |
549
+63
| +13% | +$1.38K | 0.01% | 392 |
|
|
2022
Q2 | $12K | Buy |
+486
| New | +$12K | 0.01% | 397 |
|