C.M. Bidwell & 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 | $914K | Hold |
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|
2025
Q1 | $965K | Sell |
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|
2024
Q4 | $943K | Hold |
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|
2024
Q3 | $973K | Sell |
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|
2024
Q2 | $895K | Sell |
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|
2024
Q1 | $950K | Sell |
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|
2023
Q4 | $921K | Sell |
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|
2023
Q3 | $876K | Sell |
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|
2023
Q2 | $904K | Buy |
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|
2023
Q1 | $896K | Buy |
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|
2022
Q4 | $921K | Buy |
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|
2022
Q3 | $798K | Sell |
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|
2022
Q2 | $860K | Sell |
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|
2022
Q1 | $948K | Sell |
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|
2021
Q4 | $973K | Sell |
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|
2021
Q3 | $897K | Hold |
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|
2021
Q2 | $914K | Sell |
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|
2021
Q1 | $889K | Buy |
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|
2020
Q4 | $780K | Sell |
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|
2020
Q3 | $674K | Buy |
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|
2020
Q2 | $472K | Buy |
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|
2020
Q1 | $225K | Sell |
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|
2019
Q4 | $633K | Buy |
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|
2019
Q3 | $414K | Buy |
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|
2019
Q2 | $381K | Buy |
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|
2019
Q1 | $271K | Hold |
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|
2018
Q4 | $243K | Hold |
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|
2018
Q3 | $274K | Buy |
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|
2018
Q2 | $165K | Hold |
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|
2018
Q1 | $164K | Sell |
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|
2017
Q4 | $173K | Buy |
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