Bogart Wealth LLC’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 | $830K | Buy |
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|
2025
Q1 | $605K | Buy |
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|
2024
Q4 | $582K | Buy |
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|
2024
Q3 | $340K | Buy |
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|
2024
Q2 | $308K | Sell |
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|
2024
Q1 | $341K | Sell |
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|
2023
Q4 | $364K | Buy |
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|
2023
Q3 | $329K | Sell |
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|
2023
Q2 | $498K | Sell |
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|
2023
Q1 | $49.5M | Buy |
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|
2022
Q4 | $47.1M | Buy |
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|
2022
Q3 | $40.4M | Buy |
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|
2022
Q2 | $1.72M | Buy |
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|
2022
Q1 | $13K | Hold |
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|
2021
Q4 | $14K | Buy |
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|
2021
Q3 | $12K | Buy |
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|
2021
Q2 | $11K | Buy |
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|
2021
Q1 | $6K | Sell |
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|
2020
Q4 | $46K | Buy |
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|
2020
Q3 | $36K | Sell |
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|
2020
Q2 | $45K | Sell |
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|
2020
Q1 | $757K | Buy |
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