Carolinas Wealth Consulting’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 | – | Sell |
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|
2025
Q1 | $22M | Sell |
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|
2024
Q4 | $21.6M | Sell |
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|
2024
Q3 | $25.5M | Buy |
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|
2024
Q2 | $23.6M | Buy |
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|
2024
Q1 | $23.6M | Buy |
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|
2023
Q4 | $20.5M | Sell |
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|
2023
Q3 | $18.5M | Sell |
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|
2023
Q2 | $22.2M | Buy |
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|
2023
Q1 | $21.6M | Sell |
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|
2022
Q4 | $22.9M | Buy |
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|
2022
Q3 | $17.1M | Buy |
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|
2022
Q2 | $16.7M | Buy |
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|
2022
Q1 | $16.3M | Buy |
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|
2021
Q4 | $15.3M | Buy |
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|
2021
Q3 | $13.2M | Buy |
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|
2021
Q2 | $12.7M | Buy |
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|
2021
Q1 | $12.1M | Buy |
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|
2020
Q4 | $9.56M | Buy |
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|
2020
Q3 | $7.29M | Buy |
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|
2020
Q2 | $5.07M | Buy |
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|
2020
Q1 | $885K | Buy |
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|
2019
Q4 | $48K | Buy |
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