W
WealthCollab’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
8,557
+10
| +0.1% | +$265 | 0.13% | 63 |
|
|
2025
Q1 | $239K | Buy |
8,547
+10
| +0.1% | +$280 | 0.15% | 57 |
|
|
2024
Q4 | $233K | Buy |
8,537
+5,694
| +200% | +$156K | 0.15% | 59 |
|
|
2024
Q3 | $240K | Sell |
2,843
-609
| -18% | -$51.5K | 0.16% | 55 |
|
|
2024
Q2 | $268K | Hold |
3,452
| – | – | 0.19% | 49 |
|
|
2024
Q1 | $278K | Sell |
3,452
-97
| -3% | -$7.82K | 0.21% | 49 |
|
|
2023
Q4 | $270K | Buy |
+3,549
| New | +$270K | 0.21% | 47 |
|