AIMC
Alley Investment Management Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Sell |
14,570
-701
| -5% | -$18.6K | 0.05% | 75 |
|
|
2025
Q1 | $427K | Buy |
15,271
+85
| +0.6% | +$2.38K | 0.05% | 74 |
|
|
2024
Q4 | $415K | Buy |
15,186
+10,138
| +201% | +$277K | 0.05% | 74 |
|
|
2024
Q3 | $427K | Sell |
5,048
-11
| -0.2% | -$930 | 0.05% | 74 |
|
|
2024
Q2 | $393K | Buy |
5,059
+74
| +1% | +$5.75K | 0.05% | 74 |
|
|
2024
Q1 | $402K | Sell |
4,985
-4
| -0.1% | -$323 | 0.06% | 74 |
|
|
2023
Q4 | $380K | Sell |
4,989
-388
| -7% | -$29.5K | 0.06% | 76 |
|
|
2023
Q3 | $380K | Buy |
5,377
+65
| +1% | +$4.6K | 0.06% | 74 |
|
|
2023
Q2 | $386K | Buy |
5,312
+51
| +1% | +$3.7K | 0.06% | 76 |
|
|
2023
Q1 | $385K | Sell |
5,261
-285
| -5% | -$20.9K | 0.06% | 76 |
|
|
2022
Q4 | $419K | Sell |
5,546
-83
| -1% | -$6.27K | 0.07% | 73 |
|
|
2022
Q3 | $374K | Buy |
5,629
+27
| +0.5% | +$1.79K | 0.07% | 71 |
|
|
2022
Q2 | $401K | Sell |
5,602
-145
| -3% | -$10.4K | 0.08% | 70 |
|
|
2022
Q1 | $453K | Buy |
+5,747
| New | +$453K | 0.07% | 70 |
|