West Michigan Advisors’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 | $1.48M | Buy |
55,672
+1,967
| +4% | +$52.1K | 0.42% | 50 |
|
|
2025
Q1 | $1.5M | Buy |
53,705
+7,844
| +17% | +$219K | 0.5% | 47 |
|
|
2024
Q4 | $1.25M | Buy |
45,861
+228
| +0.5% | +$6.23K | 0.38% | 54 |
|
|
2024
Q3 | $1.29M | Buy |
45,633
+3,417
| +8% | +$96.3K | 0.39% | 54 |
|
|
2024
Q2 | $1.11M | Buy |
42,216
+8,259
| +24% | +$216K | 0.35% | 51 |
|
|
2024
Q1 | $913K | Buy |
+33,957
| New | +$913K | 0.3% | 59 |
|