Wooster Corthell Wealth Management’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 | $793K | Buy |
29,927
+3,315
| +12% | +$87.8K | 0.15% | 50 |
|
|
2025
Q1 | $744K | Buy |
26,612
+6,610
| +33% | +$185K | 0.15% | 49 |
|
|
2024
Q4 | $546K | Buy |
+20,002
| New | +$546K | 0.12% | 48 |
|
|
2020
Q3 | – | Sell |
-13,326
| Closed | -$230K | – | 50 |
|
|
2020
Q2 | $230K | Hold |
13,326
| – | – | 0.08% | 44 |
|
|
2020
Q1 | $200K | Buy |
+13,326
| New | +$200K | 0.08% | 45 |
|