Verum Partners’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 | $1.14M | Sell |
42,832
-13,228
| -24% | -$351K | 0.26% | 58 |
|
|
2025
Q1 | $1.57M | Sell |
56,060
-9,702
| -15% | -$271K | 0.42% | 44 |
|
|
2024
Q4 | $1.8M | Sell |
65,762
-586
| -0.9% | -$16K | 0.52% | 41 |
|
|
2024
Q3 | $1.87M | Sell |
66,348
-12,279
| -16% | -$346K | 0.55% | 38 |
|
|
2024
Q2 | $2.04M | Sell |
78,627
-30,567
| -28% | -$792K | 0.66% | 31 |
|
|
2024
Q1 | $2.93M | Sell |
109,194
-18,393
| -14% | -$494K | 1.04% | 24 |
|
|
2023
Q4 | $3.24M | Sell |
127,587
-20,340
| -14% | -$516K | 1.28% | 19 |
|
|
2023
Q3 | $3.49M | Buy |
+147,927
| New | +$3.49M | 1.56% | 18 |
|