BFC
Bedel Financial Consulting’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Sell |
20,510
-373
| -2% | -$9.89K | 0.07% | 147 |
|
|
2025
Q1 | $534K | Sell |
20,883
-25
| -0.1% | -$639 | 0.08% | 137 |
|
|
2024
Q4 | $584K | Buy |
20,908
+13,890
| +198% | +$388K | 0.08% | 132 |
|
|
2024
Q3 | $593K | Buy |
7,018
+1,934
| +38% | +$163K | 0.08% | 130 |
|
|
2024
Q2 | $395K | Sell |
5,084
-125
| -2% | -$9.72K | 0.06% | 157 |
|
|
2024
Q1 | $420K | Buy |
5,209
+1
| +0% | +$81 | 0.07% | 154 |
|
|
2023
Q4 | $396K | Sell |
5,208
-170
| -3% | -$12.9K | 0.07% | 152 |
|
|
2023
Q3 | $381K | Buy |
5,378
+1
| +0% | +$71 | 0.08% | 149 |
|
|
2023
Q2 | $390K | Sell |
5,377
-122
| -2% | -$8.86K | 0.08% | 144 |
|
|
2023
Q1 | $402K | Buy |
5,499
+2
| +0% | +$146 | 0.1% | 133 |
|
|
2022
Q4 | $415K | Buy |
5,497
+3
| +0.1% | +$227 | 0.1% | 129 |
|
|
2022
Q3 | $408K | Sell |
5,494
-72
| -1% | -$5.35K | 0.11% | 127 |
|
|
2022
Q2 | $399K | Buy |
5,566
+3
| +0.1% | +$215 | 0.12% | 120 |
|
|
2022
Q1 | $439K | Sell |
5,563
-29
| -0.5% | -$2.29K | 0.14% | 111 |
|
|
2021
Q4 | $452K | Buy |
5,592
+2
| +0% | +$162 | 0.14% | 109 |
|
|
2021
Q3 | $415K | Sell |
5,590
-566
| -9% | -$42K | 0.14% | 110 |
|
|
2021
Q2 | $466K | Sell |
6,156
-558
| -8% | -$42.2K | 0.16% | 97 |
|
|
2021
Q1 | $490K | Sell |
6,714
-138
| -2% | -$10.1K | 0.19% | 87 |
|
|
2020
Q4 | $439K | Buy |
6,852
+3
| +0% | +$192 | 0.19% | 80 |
|
|
2020
Q3 | $379K | Buy |
6,849
+177
| +3% | +$9.8K | 0.19% | 81 |
|
|
2020
Q2 | $345K | Hold |
6,672
| – | – | 0.19% | 83 |
|
|
2020
Q1 | $300K | Hold |
6,672
| – | – | 0.2% | 80 |
|
|
2019
Q4 | $386K | Hold |
6,672
| – | – | 0.22% | 81 |
|
|
2019
Q3 | $365K | Hold |
6,672
| – | – | 0.22% | 87 |
|
|
2019
Q2 | $354K | Hold |
6,672
| – | – | 0.22% | 91 |
|
|
2019
Q1 | $349K | Buy |
6,672
+600
| +10% | +$31.4K | 0.22% | 84 |
|
|
2018
Q4 | $285K | Hold |
6,072
| – | – | 0.21% | 90 |
|
|
2018
Q3 | $311K | Hold |
6,072
| – | – | 0.21% | 95 |
|
|
2018
Q2 | $299K | Hold |
6,072
| – | – | 0.22% | 99 |
|
|
2018
Q1 | $298K | Sell |
6,072
-10
| -0.2% | -$491 | 0.23% | 95 |
|
|
2017
Q4 | $311K | Buy |
+6,082
| New | +$311K | 0.28% | 84 |
|