Investment Intelligence Workstation
Baseline Fabric Moderate risk persona
Active Workspace
Marchi Family
Julio Marchi Long-Term Growth
Canonical Asset

SCHD Schwab U.S. Dividend Equity

Etf No sector NYSE USD Active

Latest pricing comes from the newest ingested market-data snapshot when one exists. Portfolio values fall back to the latest transaction price only if snapshot coverage is still missing.

Held In Portfolios
1
Tracked In Watchlists
1
Personas Referencing
1
Latest Quote Snapshot
$83.61
Baseline seeded snapshots • Captured May 28, 2026 4:05 PM
Held Shares
175
Held Market Value
$14,631.75

Recent Price History

Latest ingested quote history
5 sessions of snapshot coverage
SCHD close $83.61
Latest close $83.61
Window move +3.4%
Range $79.82 - $84.28
$83.83 $82.23 $80.63 May 22 May 26 May 28
Snapshot history only. This surface does not claim live or streaming market data.
Date Open High Low Close Volume Captured
May 28, 2026 $83.48 $84.28 $82.69 $83.61 6,500,000 May 28, 2026 4:05 PM
May 27, 2026 $83.18 $84.09 $82.51 $83.18 6,500,000 May 27, 2026 4:00 PM
May 26, 2026 $82.79 $83.58 $81.87 $82.66 6,500,000 May 26, 2026 4:00 PM
May 25, 2026 $82.23 $82.89 $81.31 $81.97 6,500,000 May 25, 2026 4:00 PM
May 22, 2026 $80.59 $81.74 $79.82 $80.85 6,500,000 May 22, 2026 4:00 PM

Portfolio Presence

Portfolio Persona Shares Latest Price Mkt Value Gain/Loss
Dividend Aristocrats
Dividend Growth
Income & Dividends
Julio Marchi
175 $83.61
Baseline seeded snapshots · May 28, 2026 4:05 PM
$14,631.75 +$281.75
+2.0%

Watchlist Presence

Income & Dividends · Julio Marchi
High Ready
Dividend ETF with quality screen and efficient expense ratio.
Cleaner income ETF candidate than some higher-yield options.
Operating Plan
Set Plan
No operating plan recorded yet for this watchlist item.
Added Feb 15, 2025

Catalyst & Event Timeline

History

Date Type Title Importance Status Source
Mar 28, 2026 Dividend SCHD Q1 2026 Distribution Paid
Schwab Dividend ETF Q1 distribution delivered. Yield-focused thesis checkpoin...
Low Completed Seeded baseline Edit