Alley Investment Management Company’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 | $405K | Buy |
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|
2025
Q2 | $386K | Sell |
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|
2025
Q1 | $427K | Buy |
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|
2024
Q4 | $415K | Buy |
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|
2024
Q3 | $427K | Sell |
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|
2024
Q2 | $393K | Buy |
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|
2024
Q1 | $402K | Sell |
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|
2023
Q4 | $380K | Sell |
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|
2023
Q3 | $380K | Buy |
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|
2023
Q2 | $386K | Buy |
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|
2023
Q1 | $385K | Sell |
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|
2022
Q4 | $419K | Sell |
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|
2022
Q3 | $374K | Buy |
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|
2022
Q2 | $401K | Sell |
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|
2022
Q1 | $453K | Buy |
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