Vivaldi Capital 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
Q2 | $217K | Sell |
8,184
-81,667
| -91% | -$2.16M | 0.03% | 271 |
|
|
2025
Q1 | $2.51M | Buy |
89,851
+25,021
| +39% | +$700K | 0.4% | 62 |
|
|
2024
Q4 | $1.84M | Buy |
64,830
+13,635
| +27% | +$388K | 0.28% | 70 |
|
|
2024
Q3 | $1.44M | Buy |
+51,195
| New | +$1.44M | 0.42% | 52 |
|
|
2020
Q2 | – | Sell |
-32,163
| Closed | -$482K | – | 285 |
|
|
2020
Q1 | $482K | Buy |
+32,163
| New | +$482K | 0.11% | 122 |
|