BDFN
Bond & Devick Financial Network’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 | $1.58M | Buy |
59,625
+24
| +0% | +$636 | 0.53% | 27 |
|
|
2025
Q1 | $1.67M | Buy |
59,601
+42,950
| +258% | +$1.2M | 0.6% | 25 |
|
|
2024
Q4 | $1.41M | Hold |
16,651
| – | – | 0.6% | 29 |
|
|
2024
Q3 | $1.41M | Sell |
16,651
-1,111
| -6% | -$93.9K | 0.6% | 29 |
|
|
2024
Q2 | $1.38M | Sell |
17,762
-530
| -3% | -$41.2K | 0.74% | 22 |
|
|
2024
Q1 | $1.47M | Buy |
18,292
+5,453
| +42% | +$440K | 0.8% | 22 |
|
|
2023
Q4 | $977K | Sell |
12,839
-2,581
| -17% | -$196K | 0.56% | 35 |
|
|
2023
Q3 | $1.09M | Sell |
15,420
-59
| -0.4% | -$4.18K | 0.7% | 23 |
|
|
2023
Q2 | $1.12M | Buy |
15,479
+741
| +5% | +$53.8K | 0.7% | 22 |
|
|
2023
Q1 | $1.08M | Buy |
14,738
+382
| +3% | +$27.9K | 0.69% | 25 |
|
|
2022
Q4 | $1.08M | Buy |
14,356
+3,062
| +27% | +$231K | 0.77% | 25 |
|
|
2022
Q3 | $750K | Buy |
11,294
+2,668
| +31% | +$177K | 0.62% | 35 |
|
|
2022
Q2 | $618K | Buy |
8,626
+1,193
| +16% | +$85.5K | 0.54% | 48 |
|
|
2022
Q1 | $586K | Buy |
7,433
+1,799
| +32% | +$142K | 0.47% | 53 |
|
|
2021
Q4 | $455K | Hold |
5,634
| – | – | 0.34% | 65 |
|
|
2021
Q3 | $418K | Hold |
5,634
| – | – | 0.35% | 67 |
|
|
2021
Q2 | $426K | Buy |
5,634
+1,378
| +32% | +$104K | 0.35% | 67 |
|
|
2021
Q1 | $310K | Buy |
4,256
+404
| +10% | +$29.4K | 0.29% | 78 |
|
|
2020
Q4 | $247K | Buy |
+3,852
| New | +$247K | 0.28% | 83 |
|