Waterford Advisors’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 | $265K | Buy |
12,580
+2,593
| +26% | +$54.6K | 0.1% | 46 |
|
|
2025
Q1 | $279K | Hold |
9,987
| – | – | 0.12% | 44 |
|
|
2024
Q4 | $273K | Hold |
9,987
| – | – | 0.14% | 40 |
|
|
2024
Q3 | $281K | Hold |
9,987
| – | – | 0.14% | 44 |
|
|
2024
Q2 | $259K | Hold |
9,987
| – | – | 0.11% | 47 |
|
|
2024
Q1 | $268K | Hold |
9,987
| – | – | 0.11% | 49 |
|
|
2023
Q4 | $253K | Hold |
9,987
| – | – | 0.12% | 47 |
|
|
2023
Q3 | $236K | Hold |
9,987
| – | – | 0.13% | 42 |
|
|
2023
Q2 | $242K | Hold |
9,987
| – | – | 0.12% | 48 |
|
|
2023
Q1 | $244K | Hold |
9,987
| – | – | 0.13% | 46 |
|
|
2022
Q4 | $251K | Buy |
+9,987
| New | +$251K | 0.15% | 45 |
|