Agate Pass Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.73M | Sell |
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|
2025
Q2 | $1.95M | Sell |
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|
2025
Q1 | $2.14M | Buy |
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|
2024
Q4 | $2M | Sell |
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|
2024
Q3 | $2.09M | Sell |
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|
2024
Q2 | $2.07M | Buy |
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|
2024
Q1 | $2.1M | Sell |
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|
2023
Q4 | $2.53M | Sell |
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|
2023
Q3 | $2.71M | Sell |
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|
2023
Q2 | $3.27M | Sell |
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|
2023
Q1 | $3.32M | Sell |
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|
2022
Q4 | $3.5M | Buy |
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|
2022
Q3 | $2.95M | Buy |
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|
2022
Q2 | $3.17M | Buy |
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|
2022
Q1 | $3.27M | Buy |
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|
2021
Q4 | $2.61M | Buy |
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