Van Hulzen Asset 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 | $445K | Sell |
16,804
-370
| -2% | -$9.81K | 0.04% | 227 |
|
|
2025
Q1 | $480K | Buy |
17,174
+8
| +0% | +$224 | 0.04% | 209 |
|
|
2024
Q4 | $469K | Buy |
17,166
+6
| +0% | +$164 | 0.03% | 223 |
|
|
2024
Q3 | $483K | Sell |
17,160
-3,459
| -17% | -$97.4K | 0.04% | 211 |
|
|
2024
Q2 | $534K | Sell |
20,619
-2,445
| -11% | -$63.3K | 0.04% | 200 |
|
|
2024
Q1 | $620K | Buy |
23,064
+1,440
| +7% | +$38.7K | 0.04% | 206 |
|
|
2023
Q4 | $549K | Buy |
21,624
+3,201
| +17% | +$81.3K | 0.04% | 213 |
|
|
2023
Q3 | $435K | Sell |
18,423
-471
| -2% | -$11.1K | 0.03% | 217 |
|
|
2023
Q2 | $457K | Buy |
18,894
+1,200
| +7% | +$29K | 0.04% | 193 |
|
|
2023
Q1 | $431K | Buy |
+17,694
| New | +$431K | 0.04% | 194 |
|