Blue Chip Partners’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 | $322K | Buy |
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|
2025
Q2 | $210K | Sell |
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|
2025
Q1 | $226K | Sell |
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|
2024
Q4 | $222K | Buy |
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|
2024
Q3 | $227K | Buy |
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|
2024
Q2 | $205K | Sell |
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|
2024
Q1 | $235K | Buy |
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|
2023
Q4 | $221K | Sell |
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|
2023
Q3 | $292K | Buy |
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|
2023
Q2 | $297K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $568K | Buy |
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|
2022
Q1 | $545K | Buy |
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|
2021
Q4 | $555K | Buy |
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|
2021
Q3 | $506K | Sell |
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|
2021
Q2 | $570K | Sell |
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|
2021
Q1 | $584K | Sell |
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|
2020
Q4 | $538K | Buy |
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|
2020
Q3 | $460K | Buy |
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|
2020
Q2 | $406K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $364K | Hold |
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|
2019
Q1 | $359K | Buy |
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|
2018
Q4 | $320K | Buy |
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