Aspen 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 | $1.36M | Buy |
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|
2025
Q2 | $517K | Buy |
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|
2025
Q1 | $475K | Buy |
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|
2024
Q4 | $405K | Sell |
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|
2024
Q3 | $431K | Sell |
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|
2024
Q2 | $416K | Buy |
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|
2024
Q1 | $414K | Buy |
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|
2023
Q4 | $383K | Buy |
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|
2023
Q3 | $304K | Buy |
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|
2023
Q2 | $251K | Buy |
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|
2023
Q1 | $236K | Buy |
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|
2022
Q4 | $244K | Hold |
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|
2022
Q3 | $214K | Hold |
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|
2022
Q2 | $231K | Hold |
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|
2022
Q1 | $254K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $515K | Buy |
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|
2014
Q4 | $517K | Sell |
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|
2014
Q3 | $570K | Sell |
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|
2014
Q2 | $597K | Buy |
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|
2014
Q1 | $566K | Sell |
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|
2013
Q4 | $599K | Buy |
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|
2013
Q3 | $537K | Sell |
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|
2013
Q2 | $542K | Buy |
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