Tyler-Stone 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 | $2.94M | Buy |
111,076
+9,194
| +9% | +$244K | 0.47% | 47 |
|
|
2025
Q1 | $2.85M | Buy |
101,882
+42,136
| +71% | +$1.18M | 0.51% | 43 |
|
|
2024
Q4 | $1.63M | Buy |
59,746
+51,673
| +640% | +$1.41M | 0.29% | 67 |
|
|
2024
Q3 | $227K | Buy |
8,073
+5,586
| +225% | +$157K | 0.04% | 294 |
|
|
2024
Q2 | $64.5K | Hold |
2,487
| – | – | 0.03% | 337 |
|
|
2024
Q1 | $66.9K | Sell |
2,487
-633
| -20% | -$17K | 0.03% | 327 |
|
|
2023
Q4 | $79.1K | Buy |
3,120
+30
| +1% | +$761 | 0.04% | 295 |
|
|
2023
Q3 | $73K | Sell |
3,090
-37,056
| -92% | -$875K | 0.04% | 291 |
|
|
2023
Q2 | $972K | Buy |
+40,146
| New | +$972K | 0.55% | 37 |
|
|
2022
Q4 | $979K | Buy |
38,898
+852
| +2% | +$21.4K | 0.67% | 36 |
|
|
2022
Q3 | $842K | Buy |
38,046
+35,199
| +1,236% | +$779K | 0.64% | 31 |
|
|
2022
Q2 | $68K | Buy |
2,847
+27
| +1% | +$645 | 0.05% | 282 |
|
|
2022
Q1 | $74K | Buy |
2,820
+18
| +0.6% | +$472 | 0.04% | 293 |
|
|
2021
Q4 | $75K | Buy |
+2,802
| New | +$75K | 0.04% | 305 |
|