Wealth Effects’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 | $348K | Sell |
13,126
-1,131
| -8% | -$30K | 0.13% | 129 |
|
|
2025
Q1 | $399K | Sell |
14,257
-57
| -0.4% | -$1.59K | 0.17% | 114 |
|
|
2024
Q4 | $391K | Sell |
14,314
-59
| -0.4% | -$1.61K | 0.14% | 132 |
|
|
2024
Q3 | $405K | Buy |
14,373
+963
| +7% | +$27.1K | 0.14% | 128 |
|
|
2024
Q2 | $348K | Buy |
13,410
+2,370
| +21% | +$61.4K | 0.13% | 132 |
|
|
2024
Q1 | $297K | Buy |
11,040
+285
| +3% | +$7.66K | 0.11% | 152 |
|
|
2023
Q4 | $273K | Sell |
10,755
-441
| -4% | -$11.2K | 0.1% | 163 |
|
|
2023
Q3 | $264K | Buy |
11,196
+486
| +5% | +$11.5K | 0.13% | 140 |
|
|
2023
Q2 | $259K | Buy |
10,710
+1,896
| +22% | +$45.9K | 0.11% | 146 |
|
|
2023
Q1 | $215K | Buy |
+8,814
| New | +$215K | 0.11% | 169 |
|