Carnegie Investment Counsel’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 | $9.97M | Buy |
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|
2025
Q2 | $9.67M | Buy |
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|
2025
Q1 | $8.97M | Buy |
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|
2024
Q4 | $6.57M | Buy |
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|
2024
Q3 | $6.68M | Buy |
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|
2024
Q2 | $6M | Sell |
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|
2024
Q1 | $6.23M | Buy |
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|
2023
Q4 | $5.77M | Buy |
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|
2023
Q3 | $5.23M | Buy |
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|
2023
Q2 | $4.99M | Buy |
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|
2023
Q1 | $4.69M | Buy |
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|
2022
Q4 | $2.92M | Buy |
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|
2022
Q3 | $472K | Buy |
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|
2022
Q2 | $205K | Buy |
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|
2022
Q1 | $207K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $249K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $220K | Sell |
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|
2016
Q4 | $241K | Sell |
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|
2016
Q3 | $274K | Buy |
|