Verity & Verity’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 | $572K | Buy |
21,569
+319
| +2% | +$8.45K | 0.05% | 95 |
|
|
2025
Q1 | $594K | Buy |
21,250
+3,594
| +20% | +$100K | 0.05% | 91 |
|
|
2024
Q4 | $482K | Buy |
17,656
+301
| +2% | +$8.22K | 0.04% | 97 |
|
|
2024
Q3 | $489K | Buy |
17,355
+51
| +0.3% | +$1.44K | 0.05% | 84 |
|
|
2024
Q2 | $449K | Sell |
17,304
-11,640
| -40% | -$302K | 0.05% | 82 |
|
|
2024
Q1 | $778K | Buy |
28,944
+11,688
| +68% | +$314K | 0.09% | 73 |
|
|
2023
Q4 | $438K | Buy |
17,256
+1,881
| +12% | +$47.7K | 0.05% | 80 |
|
|
2023
Q3 | $363K | Buy |
15,375
+2,091
| +16% | +$49.3K | 0.05% | 80 |
|
|
2023
Q2 | $322K | Buy |
+13,284
| New | +$322K | 0.04% | 80 |
|