Wealthspan 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 | $3.3M | Buy |
124,416
+20,898
| +20% | +$554K | 1.36% | 21 |
|
|
2025
Q1 | $2.89M | Buy |
103,518
+18,210
| +21% | +$509K | 1.34% | 23 |
|
|
2024
Q4 | $2.33M | Buy |
85,308
+37,236
| +77% | +$1.02M | 1.11% | 24 |
|
|
2024
Q3 | $1.35M | Buy |
48,072
+33,156
| +222% | +$934K | 0.67% | 31 |
|
|
2024
Q2 | $387K | Buy |
14,916
+5,748
| +63% | +$149K | 0.21% | 71 |
|
|
2024
Q1 | $246K | Buy |
+9,168
| New | +$246K | 0.15% | 88 |
|