BCGM Wealth 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
Q2 | $1.71M | Sell |
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|
2025
Q1 | $2.33M | Sell |
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|
2024
Q4 | $2.51M | Sell |
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|
2024
Q3 | $2.61M | Sell |
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|
2024
Q2 | $2.56M | Sell |
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|
2024
Q1 | $2.96M | Sell |
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|
2023
Q4 | $11.3M | Sell |
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|
2023
Q3 | $12.9M | Sell |
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|
2023
Q2 | $13.5M | Buy |
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|
2023
Q1 | $12.1M | Sell |
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|
2022
Q4 | $13.3M | Buy |
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|
2022
Q3 | $12.6M | Buy |
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|
2022
Q2 | $12.6M | Buy |
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|
2022
Q1 | $11.1M | Buy |
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|
2021
Q4 | $6.09M | Buy |
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|
2021
Q3 | $5.49M | Buy |
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|
2021
Q2 | $5.26M | Buy |
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|
2021
Q1 | $4.69M | Buy |
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