Wynn Capital’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
Q1 | – | Sell |
-10,005
| Closed | -$273K | – | 112 |
|
|
2024
Q4 | $273K | Sell |
10,005
-1,770
| -15% | -$48.4K | 0.17% | 97 |
|
|
2024
Q3 | $332K | Sell |
11,775
-225
| -2% | -$6.34K | 0.22% | 89 |
|
|
2024
Q2 | $311K | Hold |
12,000
| – | – | 0.23% | 81 |
|
|
2024
Q1 | $323K | Hold |
12,000
| – | – | 0.25% | 79 |
|
|
2023
Q4 | $305K | Buy |
+12,000
| New | +$305K | 0.25% | 80 |
|