BCS 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 | $8.21M | Buy |
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|
2025
Q1 | $7.75M | Sell |
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|
2024
Q4 | $7.79M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $8M | Sell |
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|
2023
Q4 | $7.72M | Buy |
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|
2023
Q3 | $7.02M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $7.87M | Sell |
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|
2022
Q4 | $10.8M | Sell |
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|
2022
Q3 | $9.64M | Sell |
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|
2022
Q2 | $10.5M | Sell |
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|
2022
Q1 | $11.7M | Sell |
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|
2021
Q4 | $12.6M | Buy |
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|
2021
Q3 | $11.4M | Buy |
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|
2021
Q2 | $11M | Buy |
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|
2021
Q1 | $10.6M | Buy |
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|
2020
Q4 | $9.28M | Buy |
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|
2020
Q3 | $7.97M | Buy |
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|
2020
Q2 | $7.24M | Buy |
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|
2020
Q1 | $6.1M | Buy |
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|
2019
Q4 | $6.38M | Buy |
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