Venturi 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
Q1 | – | Sell |
-1,791
| Closed | -$48.9K | – | 1578 |
|
|
2024
Q4 | $48.9K | Buy |
1,791
+6
| +0.3% | +$164 | ﹤0.01% | 1023 |
|
|
2024
Q3 | $50.3K | Buy |
1,785
+9
| +0.5% | +$254 | ﹤0.01% | 765 |
|
|
2024
Q2 | $46.1K | Buy |
1,776
+42
| +2% | +$1.09K | ﹤0.01% | 694 |
|
|
2024
Q1 | $46.6K | Buy |
1,734
+3
| +0.2% | +$81 | ﹤0.01% | 514 |
|
|
2023
Q4 | $43.9K | Buy |
+1,731
| New | +$43.9K | ﹤0.01% | 511 |
|