BKA
Brick & Kyle Associates’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 | $578K | Buy |
21,097
+7,077
| +50% | +$194K | 0.26% | 47 |
|
|
2025
Q1 | $388K | Buy |
14,020
+35
| +0.3% | +$969 | 0.18% | 53 |
|
|
2024
Q4 | $382K | Sell |
13,985
-339,873
| -96% | -$9.28M | 0.16% | 55 |
|
|
2024
Q3 | $393K | Buy |
353,858
+349,307
| +7,675% | +$388K | 0.17% | 51 |
|
|
2024
Q2 | $354K | Buy |
4,551
+130
| +3% | +$10.1K | 0.15% | 58 |
|
|
2024
Q1 | $352K | Sell |
4,421
-515
| -10% | -$41K | 0.16% | 56 |
|
|
2023
Q4 | $376K | Sell |
4,936
-86
| -2% | -$6.55K | 0.19% | 53 |
|
|
2023
Q3 | $355K | Sell |
5,022
-218
| -4% | -$15.4K | 0.19% | 55 |
|
|
2023
Q2 | $381K | Buy |
5,240
+12
| +0.2% | +$873 | 0.2% | 52 |
|
|
2023
Q1 | $383K | Buy |
5,228
+10
| +0.2% | +$733 | 0.22% | 51 |
|
|
2022
Q4 | $394K | Buy |
5,218
+397
| +8% | +$30K | 0.23% | 53 |
|
|
2022
Q3 | $322K | Buy |
4,821
+8
| +0.2% | +$534 | 0.2% | 54 |
|
|
2022
Q2 | $343K | Sell |
4,813
-344
| -7% | -$24.5K | 0.19% | 55 |
|
|
2022
Q1 | $407K | Buy |
5,157
+700
| +16% | +$55.2K | 0.2% | 52 |
|
|
2021
Q4 | $360K | Buy |
+4,457
| New | +$360K | 0.08% | 60 |
|
|
2017
Q2 | – | Sell |
-857
| Closed | -$38K | – | 311 |
|
|
2017
Q1 | $38K | Buy |
857
+3
| +0.4% | +$133 | 0.03% | 205 |
|
|
2016
Q4 | $37K | Buy |
+854
| New | +$37K | 0.03% | 208 |
|