Bedel Financial Consulting’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 | $555K | Sell |
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|
2025
Q2 | $544K | Sell |
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|
2025
Q1 | $534K | Sell |
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|
2024
Q4 | $584K | Sell |
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|
2024
Q3 | $593K | Buy |
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|
2024
Q2 | $395K | Sell |
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|
2024
Q1 | $420K | Buy |
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|
2023
Q4 | $396K | Sell |
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|
2023
Q3 | $381K | Buy |
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|
2023
Q2 | $390K | Sell |
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|
2023
Q1 | $402K | Buy |
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|
2022
Q4 | $415K | Buy |
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|
2022
Q3 | $408K | Sell |
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|
2022
Q2 | $399K | Buy |
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|
2022
Q1 | $439K | Sell |
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|
2021
Q4 | $452K | Buy |
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|
2021
Q3 | $415K | Sell |
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|
2021
Q2 | $466K | Sell |
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|
2021
Q1 | $490K | Sell |
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|
2020
Q4 | $439K | Buy |
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|
2020
Q3 | $379K | Buy |
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|
2020
Q2 | $345K | Hold |
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|
2020
Q1 | $300K | Hold |
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|
2019
Q4 | $386K | Hold |
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|
2019
Q3 | $365K | Hold |
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|
2019
Q2 | $354K | Hold |
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|
2019
Q1 | $349K | Buy |
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|
2018
Q4 | $285K | Hold |
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|
2018
Q3 | $311K | Hold |
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|
2018
Q2 | $299K | Hold |
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|
2018
Q1 | $298K | Sell |
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|
2017
Q4 | $311K | Buy |
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