ViaWealth’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 | $2.2M | Sell |
82,912
-27,299
| -25% | -$723K | 1.3% | 17 |
|
|
2025
Q1 | $3.08M | Buy |
110,211
+18,706
| +20% | +$523K | 1.9% | 10 |
|
|
2024
Q4 | $2.5M | Buy |
91,505
+9,134
| +11% | +$250K | 1.51% | 14 |
|
|
2024
Q3 | $2.32M | Buy |
82,371
+3,093
| +4% | +$87.2K | 1.35% | 18 |
|
|
2024
Q2 | $2.05M | Buy |
79,278
+261
| +0.3% | +$6.77K | 1.27% | 20 |
|
|
2024
Q1 | $2.12M | Buy |
79,017
+4,122
| +6% | +$111K | 1.33% | 20 |
|
|
2023
Q4 | $1.9M | Buy |
74,895
+7,959
| +12% | +$202K | 1.31% | 21 |
|
|
2023
Q3 | $1.58M | Buy |
66,936
+43,953
| +191% | +$1.04M | 1.16% | 22 |
|
|
2023
Q2 | $556K | Buy |
22,983
+7,908
| +52% | +$191K | 0.42% | 81 |
|
|
2023
Q1 | $368K | Buy |
15,075
+51
| +0.3% | +$1.24K | 0.29% | 117 |
|
|
2022
Q4 | $386K | Buy |
+15,024
| New | +$386K | 0.32% | 115 |
|