Burns Matteson Capital Management’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
Q3 | $6.93M | Buy |
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|
2025
Q2 | $6.62M | Buy |
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|
2025
Q1 | $6.8M | Buy |
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|
2024
Q4 | $6.55M | Sell |
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|
2024
Q3 | $6.84M | Sell |
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|
2024
Q2 | $6.45M | Buy |
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|
2024
Q1 | $6.67M | Sell |
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|
2023
Q4 | $6.37M | Sell |
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|
2023
Q3 | $6.09M | Buy |
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|
2023
Q2 | $6.08M | Sell |
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|
2023
Q1 | $6.22M | Sell |
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|
2022
Q4 | $6.64M | Sell |
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|
2022
Q3 | $6.21M | Buy |
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|
2022
Q2 | $6.57M | Buy |
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|
2022
Q1 | $6.59M | Buy |
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|
2021
Q4 | $6.47M | Buy |
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|
2021
Q3 | $5.41M | Buy |
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|
2021
Q2 | $4.92M | Buy |
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|
2021
Q1 | $3.5M | Buy |
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|
2020
Q4 | $2.57M | Buy |
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