Brick & Kyle Associates’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 | $578K | Buy |
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|
2025
Q1 | $388K | Buy |
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|
2024
Q4 | $382K | Sell |
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|
2024
Q3 | $393K | Buy |
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|
2024
Q2 | $354K | Buy |
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|
2024
Q1 | $352K | Sell |
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|
2023
Q4 | $376K | Sell |
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|
2023
Q3 | $355K | Sell |
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|
2023
Q2 | $381K | Buy |
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|
2023
Q1 | $383K | Buy |
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|
2022
Q4 | $394K | Buy |
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|
2022
Q3 | $322K | Buy |
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|
2022
Q2 | $343K | Sell |
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|
2022
Q1 | $407K | Buy |
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|
2021
Q4 | $360K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $38K | Buy |
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|
2016
Q4 | $37K | Buy |
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