Carlton Hofferkamp & Jenks Wealth 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
Q2 | $985K | Buy |
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|
2025
Q1 | $876K | Sell |
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|
2024
Q4 | $1M | Sell |
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|
2024
Q3 | $955K | Buy |
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|
2024
Q2 | $887K | Buy |
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|
2024
Q1 | $817K | Sell |
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|
2023
Q4 | $820K | Buy |
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|
2023
Q3 | $729K | Buy |
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|
2023
Q2 | $578K | Buy |
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|
2023
Q1 | $492K | Buy |
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|
2022
Q4 | $352K | Buy |
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|
2022
Q3 | $309K | Sell |
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|
2022
Q2 | $412K | Buy |
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|
2022
Q1 | $434K | Buy |
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|
2021
Q4 | $423K | Buy |
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|
2021
Q3 | $424K | Buy |
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|
2021
Q2 | $272K | Hold |
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|
2021
Q1 | $270K | Sell |
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|
2020
Q4 | $266K | Sell |
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|
2020
Q3 | $247K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $211K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $214K | Sell |
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|
2017
Q3 | $209K | Sell |
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|
2017
Q2 | $206K | Hold |
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|
2017
Q1 | $204K | Buy |
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