WealthCare Investment 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 | $4.05M | Sell |
148,141
-7,598
| -5% | -$208K | 1.46% | 16 |
|
|
2025
Q1 | $3.9M | Sell |
155,739
-9,121
| -6% | -$228K | 1.65% | 16 |
|
|
2024
Q4 | $4.49M | Sell |
164,860
-27,719
| -14% | -$756K | 1.96% | 12 |
|
|
2024
Q3 | $5.41M | Sell |
192,579
-35,847
| -16% | -$1.01M | 2.37% | 12 |
|
|
2024
Q2 | $5.92M | Sell |
228,426
-21,810
| -9% | -$565K | 2.75% | 5 |
|
|
2024
Q1 | $6.73M | Buy |
250,236
+12,651
| +5% | +$340K | 3.25% | 5 |
|
|
2023
Q4 | $6.08M | Sell |
237,585
-36,702
| -13% | -$940K | 3.32% | 5 |
|
|
2023
Q3 | $6.42M | Sell |
274,287
-5,712
| -2% | -$134K | 3.9% | 5 |
|
|
2023
Q2 | $6.79M | Sell |
279,999
-4,167
| -1% | -$101K | 4.07% | 5 |
|
|
2023
Q1 | $6.93M | Sell |
284,166
-8,349
| -3% | -$204K | 4.19% | 5 |
|
|
2022
Q4 | $7.37M | Buy |
292,515
+41,844
| +17% | +$1.05M | 5.02% | 5 |
|
|
2022
Q3 | $5.55M | Buy |
250,671
+31,575
| +14% | +$699K | 4.59% | 5 |
|
|
2022
Q2 | $5.23M | Buy |
219,096
+46,260
| +27% | +$1.1M | 4.48% | 4 |
|
|
2022
Q1 | $4.56M | Buy |
172,836
+54,270
| +46% | +$1.43M | 4.05% | 4 |
|
|
2021
Q4 | $3.2M | Buy |
+118,566
| New | +$3.2M | 3.09% | 4 |
|