Bouchey Financial Group’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 | $80.7M | Buy |
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|
2025
Q1 | $83.7M | Buy |
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|
2024
Q4 | $80.1M | Buy |
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|
2024
Q3 | $69M | Buy |
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|
2024
Q2 | $58.8M | Sell |
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|
2024
Q1 | $65.6M | Buy |
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|
2023
Q4 | $58.2M | Buy |
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|
2023
Q3 | $48.9M | Buy |
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|
2023
Q2 | $44.6M | Buy |
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|
2023
Q1 | $42.2M | Buy |
|
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|
2022
Q4 | $42.3M | Buy |
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|
2022
Q3 | $556K | Sell |
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|
2022
Q2 | $606K | Sell |
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|
2022
Q1 | $670K | Sell |
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|
2021
Q4 | $694K | Sell |
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|
2021
Q3 | $640K | Sell |
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|
2021
Q2 | $665K | Sell |
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|
2021
Q1 | $663K | Sell |
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|
2020
Q4 | $624K | Sell |
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|
2020
Q3 | $557K | Sell |
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|
2020
Q2 | $525K | Sell |
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|
2020
Q1 | $473K | Sell |
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|
2019
Q4 | $640K | Sell |
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|
2019
Q3 | $2.73M | Buy |
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|
2019
Q2 | $2.6M | Buy |
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|
2019
Q1 | $2.36M | Buy |
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|
2018
Q4 | $2.08M | Buy |
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|
2018
Q3 | $1.6M | Sell |
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|
2018
Q2 | $1.77M | Buy |
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|
2018
Q1 | $1.72M | Buy |
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|
2017
Q4 | $503K | Buy |
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|
2017
Q3 | $362K | Buy |
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|
2017
Q2 | $276K | Buy |
|