Valley Wealth Managers’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 | $455K | Sell |
17,153
-19,505
| -53% | -$517K | 0.03% | 163 |
|
|
2025
Q1 | $1.02M | Sell |
36,658
-9,993
| -21% | -$279K | 0.08% | 129 |
|
|
2024
Q4 | $1.27M | Buy |
46,651
+205
| +0.4% | +$5.6K | 0.1% | 122 |
|
|
2024
Q3 | $1.31M | Buy |
46,446
+19,278
| +71% | +$543K | 0.1% | 122 |
|
|
2024
Q2 | $704K | Sell |
27,168
-75
| -0.3% | -$1.94K | 0.06% | 141 |
|
|
2024
Q1 | $732K | Sell |
27,243
-2,355
| -8% | -$63.3K | 0.06% | 131 |
|
|
2023
Q4 | $751K | Sell |
29,598
-8,889
| -23% | -$226K | 0.06% | 128 |
|
|
2023
Q3 | $908K | Buy |
+38,487
| New | +$908K | 0.08% | 128 |
|