Anchor 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 | $3.53M | Buy |
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|
2025
Q2 | $3.2M | Buy |
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|
2025
Q1 | $3.2M | Sell |
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|
2024
Q4 | $3.14M | Sell |
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|
2024
Q3 | $3.26M | Buy |
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|
2024
Q2 | $2.96M | Buy |
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|
2024
Q1 | $2.94M | Buy |
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|
2023
Q4 | $2.69M | Buy |
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|
2023
Q3 | $2.28M | Buy |
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|
2023
Q2 | $2.23M | Buy |
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|
2023
Q1 | $1.87M | Buy |
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|
2022
Q4 | $1.8M | Sell |
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|
2022
Q3 | $1.59M | Buy |
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|
2022
Q2 | $1.36M | Buy |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | $1.3M | Sell |
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|
2021
Q3 | $1.21M | Buy |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $987K | Buy |
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|
2020
Q4 | $600K | Buy |
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|
2020
Q3 | $358K | Buy |
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|
2020
Q2 | $186K | Buy |
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|
2020
Q1 | $148K | Buy |
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|
2019
Q4 | $143K | Buy |
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|
2019
Q3 | $121K | Buy |
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|
2019
Q2 | $74.2K | Buy |
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|
2019
Q1 | $67.8K | Sell |
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|
2018
Q4 | $71.9K | Buy |
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|
2018
Q3 | $12.3K | Buy |
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|
2018
Q2 | $549 | Hold |
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|
2018
Q1 | $546 | Hold |
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|
2017
Q4 | $567 | Hold |
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|
2017
Q3 | $515 | Buy |
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