WealthBridge 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 | $1.24M | Sell |
46,955
-2,053
| -4% | -$54.4K | 0.32% | 63 |
|
|
2025
Q1 | $1.37M | Buy |
49,008
+1,343
| +3% | +$37.6K | 0.39% | 58 |
|
|
2024
Q4 | $1.3M | Buy |
47,665
+1,360
| +3% | +$37.2K | 0.36% | 57 |
|
|
2024
Q3 | $1.3M | Buy |
46,305
+1,650
| +4% | +$46.5K | 0.37% | 56 |
|
|
2024
Q2 | $1.16M | Hold |
44,655
| – | – | 0.38% | 54 |
|
|
2024
Q1 | $1.2M | Sell |
44,655
-27
| -0.1% | -$726 | 0.4% | 53 |
|
|
2023
Q4 | $1.13M | Buy |
44,682
+1,068
| +2% | +$27.1K | 0.42% | 51 |
|
|
2023
Q3 | $1.03M | Buy |
43,614
+1,650
| +4% | +$38.9K | 0.42% | 53 |
|
|
2023
Q2 | $1.02M | Buy |
41,964
+168
| +0.4% | +$4.07K | 0.41% | 51 |
|
|
2023
Q1 | $1.02M | Buy |
41,796
+600
| +1% | +$14.6K | 0.41% | 54 |
|
|
2022
Q4 | $1.04M | Buy |
41,196
+1,314
| +3% | +$33.1K | 0.43% | 53 |
|
|
2022
Q3 | $952K | Hold |
39,882
| – | – | 0.41% | 52 |
|
|
2022
Q2 | $952K | Buy |
39,882
+813
| +2% | +$19.4K | 0.41% | 52 |
|
|
2022
Q1 | $1.03M | Sell |
39,069
-1,200
| -3% | -$31.5K | 0.38% | 58 |
|
|
2021
Q4 | $1.09M | Sell |
40,269
-3,246
| -7% | -$87.5K | 0.41% | 54 |
|
|
2021
Q3 | $1.08M | Sell |
43,515
-4,428
| -9% | -$110K | 0.4% | 52 |
|
|
2021
Q2 | $1.21M | Buy |
47,943
+3,066
| +7% | +$77.3K | 0.44% | 52 |
|
|
2021
Q1 | $1.09M | Buy |
44,877
+195
| +0.4% | +$4.74K | 0.44% | 51 |
|
|
2020
Q4 | $955K | Buy |
44,682
+2,946
| +7% | +$63K | 0.42% | 56 |
|
|
2020
Q3 | $769K | Buy |
41,736
+369
| +0.9% | +$6.8K | 0.39% | 54 |
|
|
2020
Q2 | $714K | Sell |
41,367
-219
| -0.5% | -$3.78K | 0.4% | 53 |
|
|
2020
Q1 | $624K | Buy |
+41,586
| New | +$624K | 0.43% | 54 |
|