VisionPoint Advisory Group’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 | $767K | Buy |
28,944
+860
| +3% | +$22.8K | 0.17% | 138 |
|
|
2025
Q1 | $785K | Buy |
+28,084
| New | +$785K | 0.27% | 84 |
|
|
2024
Q3 | – | Sell |
-204
| Closed | -$5.29K | – | 674 |
|
|
2024
Q2 | $5.29K | Buy |
204
+3
| +1% | +$78 | ﹤0.01% | 550 |
|
|
2024
Q1 | $5.4K | Hold |
201
| – | – | ﹤0.01% | 525 |
|
|
2023
Q4 | $5.1K | Hold |
201
| – | – | ﹤0.01% | 489 |
|
|
2023
Q3 | $4.74K | Hold |
201
| – | – | ﹤0.01% | 502 |
|
|
2023
Q2 | $4.87K | Buy |
+201
| New | +$4.87K | ﹤0.01% | 453 |
|