Weitzel Financial Services’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 | $16.3M | Buy |
609,545
+15,372
| +3% | +$411K | 6.91% | 4 |
|
|
2025
Q1 | $15.9M | Sell |
594,173
-6,118
| -1% | -$164K | 7.57% | 4 |
|
|
2024
Q4 | $16.5M | Buy |
600,291
+24,090
| +4% | +$662K | 7.78% | 3 |
|
|
2024
Q3 | $16.2M | Buy |
576,201
+21,696
| +4% | +$609K | 7.59% | 3 |
|
|
2024
Q2 | $14.3M | Buy |
554,505
+11,520
| +2% | +$297K | 7.14% | 3 |
|
|
2024
Q1 | $14.5M | Buy |
542,985
+55,077
| +11% | +$1.47M | 7.32% | 3 |
|
|
2023
Q4 | $12.5M | Buy |
487,908
+8,355
| +2% | +$214K | 6.72% | 5 |
|
|
2023
Q3 | $11.1M | Buy |
479,553
+452,151
| +1,650% | +$10.5M | 6.48% | 5 |
|
|
2023
Q2 | $663K | Buy |
27,402
+17,982
| +191% | +$435K | 0.38% | 23 |
|
|
2023
Q1 | $231K | Buy |
+9,420
| New | +$231K | 0.14% | 33 |
|