Argus Investors Counsel’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
$381K Hold
14,375
0.27% 97
2025
Q1
$402K Sell
14,375
-1,909
-12% -$53.4K 0.31% 94
2024
Q4
$445K Buy
16,284
+1,980
+14% +$54.1K 0.3% 93
2024
Q3
$403K Buy
14,304
+1,065
+8% +$30K 0.26% 95
2024
Q2
$343K Sell
13,239
-240
-2% -$6.22K 0.21% 101
2024
Q1
$362K Buy
13,479
+60
+0.4% +$1.61K 0.22% 93
2023
Q4
$341K Buy
13,419
+336
+3% +$8.53K 0.22% 90
2023
Q3
$309K Buy
13,083
+696
+6% +$16.4K 0.22% 91
2023
Q2
$300K Hold
12,387
0.21% 93
2023
Q1
$302K Sell
12,387
-30
-0.2% -$732 0.23% 89
2022
Q4
$313K Hold
12,417
0.25% 87
2022
Q3
$275K Hold
12,417
0.24% 87
2022
Q2
$296K Hold
12,417
0.22% 87
2022
Q1
$327K Hold
12,417
0.21% 87
2021
Q4
$335K Hold
12,417
0.2% 88
2021
Q3
$307K Buy
12,417
+132
+1% +$3.26K 0.2% 87
2021
Q2
$310K Hold
12,285
0.13% 82
2021
Q1
$299K Buy
+12,285
New +$299K 0.12% 77