Carson Wealth (CWM LLC)’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 | $147M | Sell |
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|
2025
Q2 | $149M | Sell |
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|
2025
Q1 | $158M | Buy |
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|
2024
Q4 | $134M | Buy |
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|
2024
Q3 | $115M | Buy |
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|
2024
Q2 | $87.4M | Sell |
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|
2024
Q1 | $97.8M | Sell |
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|
2023
Q4 | $96.4M | Sell |
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|
2023
Q3 | $96.4M | Sell |
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|
2023
Q2 | $128M | Sell |
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|
2023
Q1 | $146M | Buy |
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|
2022
Q4 | $143M | Buy |
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|
2022
Q3 | $100M | Buy |
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|
2022
Q2 | $92M | Buy |
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|
2022
Q1 | $56.5M | Buy |
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|
2021
Q4 | $29.1M | Buy |
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|
2021
Q2 | $14.3M | Hold |
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|
2021
Q1 | $14.3M | Hold |
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|
2020
Q4 | $14.3M | Hold |
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|
2020
Q3 | $14.3M | Hold |
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|
2020
Q2 | $14.3M | Hold |
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|
2020
Q1 | $14.3M | Hold |
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|
2019
Q4 | $14.3M | Hold |
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|
2019
Q3 | $14.3M | Hold |
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|
2019
Q2 | $14.3M | Hold |
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|
2019
Q1 | $14.3M | Buy |
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|
2018
Q4 | $2.06M | Sell |
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|
2018
Q3 | $3.54M | Buy |
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|
2018
Q2 | $1.1M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $5K | Buy |
|