American National Bank & Trust’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
Q2 | $11.9K | Buy |
+450
| New | +$11.9K | ﹤0.01% | 527 |
|
|
2025
Q1 | – | Sell |
-600
| Closed | -$16.4K | – | 653 |
|
|
2024
Q4 | $16.4K | Buy |
+600
| New | +$16.4K | ﹤0.01% | 407 |
|
|
2023
Q4 | – | Sell |
-1,578
| Closed | -$37.2K | – | 668 |
|
|
2023
Q3 | $37.2K | Hold |
1,578
| – | – | 0.01% | 304 |
|
|
2023
Q2 | $38.2K | Sell |
1,578
-555
| -26% | -$13.4K | 0.01% | 302 |
|
|
2023
Q1 | $52K | Buy |
2,133
+24
| +1% | +$585 | 0.01% | 263 |
|
|
2022
Q4 | $53K | Buy |
2,109
+330
| +19% | +$8.29K | 0.01% | 245 |
|
|
2022
Q3 | $39K | Buy |
1,779
+1,404
| +374% | +$30.8K | 0.01% | 241 |
|
|
2022
Q2 | $9K | Buy |
375
+315
| +525% | +$7.56K | ﹤0.01% | 304 |
|
|
2022
Q1 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 423 |
|
|
2020
Q2 | – | Sell |
-75
| Closed | -$1K | – | 217 |
|
|
2020
Q1 | $1K | Hold |
75
| – | – | ﹤0.01% | 192 |
|
|
2019
Q4 | $1K | Buy |
+75
| New | +$1K | ﹤0.01% | 188 |
|