Wealthcare Advisory Partners’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 | $39.2M | Buy |
1,479,211
+11,131
| +0.8% | +$295K | 0.89% | 22 |
|
|
2025
Q1 | $41M | Buy |
1,468,080
+58,174
| +4% | +$1.63M | 1.1% | 17 |
|
|
2024
Q4 | $38.5M | Buy |
1,409,906
+60,776
| +5% | +$1.66M | 1.07% | 18 |
|
|
2024
Q3 | $38M | Buy |
1,349,130
+61,656
| +5% | +$1.74M | 1.08% | 18 |
|
|
2024
Q2 | $33.4M | Sell |
1,287,474
-45,642
| -3% | -$1.18M | 1.04% | 21 |
|
|
2024
Q1 | $35.8M | Buy |
1,333,116
+41,019
| +3% | +$1.1M | 1.17% | 17 |
|
|
2023
Q4 | $32.8M | Buy |
1,292,097
+140,808
| +12% | +$3.57M | 1.3% | 13 |
|
|
2023
Q3 | $27.2M | Buy |
1,151,289
+144,369
| +14% | +$3.41M | 1.25% | 12 |
|
|
2023
Q2 | $24.4M | Buy |
1,006,920
+136,197
| +16% | +$3.3M | 1.09% | 15 |
|
|
2023
Q1 | $21.2M | Buy |
870,723
+192,927
| +28% | +$4.7M | 0.91% | 21 |
|
|
2022
Q4 | $17.1M | Buy |
677,796
+60,753
| +10% | +$1.53M | 0.82% | 28 |
|
|
2022
Q3 | $13.7M | Buy |
617,043
+309,804
| +101% | +$6.86M | 0.78% | 30 |
|
|
2022
Q2 | $7.34M | Buy |
+307,239
| New | +$7.34M | 0.44% | 44 |
|
|
2021
Q2 | – | Sell |
-1,521
| Closed | -$37K | – | 1624 |
|
|
2021
Q1 | $37K | Buy |
+1,521
| New | +$37K | ﹤0.01% | 986 |
|
|
2020
Q2 | – | Sell |
-2,088
| Closed | -$31K | – | 1157 |
|
|
2020
Q1 | $31K | Buy |
2,088
+1,785
| +589% | +$26.5K | ﹤0.01% | 614 |
|
|
2019
Q4 | $6K | Buy |
+303
| New | +$6K | ﹤0.01% | 1079 |
|
|
2018
Q2 | – | Sell |
-237
| Closed | – | – | 1302 |
|
|
2018
Q1 | $0 | Buy |
237
+3
| +1% | – | ﹤0.01% | 1223 |
|
|
2017
Q4 | $4K | Hold |
234
| – | – | ﹤0.01% | 837 |
|
|
2017
Q3 | $4K | Buy |
+234
| New | +$4K | ﹤0.01% | 692 |
|