Wulff, Hansen & Co’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 | $1.38M | Sell |
52,000
-1,975
| -4% | -$52.3K | 1.18% | 26 |
|
|
2025
Q1 | $1.51M | Buy |
53,975
+760
| +1% | +$21.3K | 1.38% | 22 |
|
|
2024
Q4 | $1.45M | Buy |
53,215
+880
| +2% | +$24K | 1.38% | 20 |
|
|
2024
Q3 | $1.47M | Sell |
52,335
-3,816
| -7% | -$108K | 1.34% | 25 |
|
|
2024
Q2 | $1.46M | Buy |
56,151
+4,815
| +9% | +$125K | 1.44% | 26 |
|
|
2024
Q1 | $1.38M | Buy |
51,336
+3,555
| +7% | +$95.5K | 1.38% | 27 |
|
|
2023
Q4 | $1.21M | Hold |
47,781
| – | – | 1.35% | 27 |
|
|
2023
Q3 | $1.13M | Buy |
+47,781
| New | +$1.13M | 1.32% | 28 |
|