Van Den Berg Management I’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 | $50.5K | Sell |
1,904
-19
| -1% | -$504 | 0.01% | 91 |
|
|
2025
Q1 | $53.8K | Buy |
1,923
+96
| +5% | +$2.68K | 0.02% | 86 |
|
|
2024
Q4 | $49.9K | Hold |
1,827
| – | – | 0.01% | 91 |
|
|
2024
Q3 | $51.5K | Hold |
1,827
| – | – | 0.01% | 89 |
|
|
2024
Q2 | $47.4K | Hold |
1,827
| – | – | 0.01% | 93 |
|
|
2024
Q1 | $49.1K | Hold |
1,827
| – | – | 0.01% | 94 |
|
|
2023
Q4 | $46.4K | Buy |
+1,827
| New | +$46.4K | 0.02% | 89 |
|