Castle 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
Q3 | $362K | Sell |
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|
2025
Q2 | $382K | Buy |
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|
2025
Q1 | $403K | Buy |
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|
2024
Q4 | $394K | Sell |
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|
2024
Q3 | $413K | Hold |
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|
2024
Q2 | $383K | Hold |
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|
2024
Q1 | $394K | Hold |
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|
2023
Q4 | $372K | Hold |
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|
2023
Q3 | $346K | Hold |
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|
2023
Q2 | $355K | Sell |
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|
2023
Q1 | $378K | Sell |
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|
2022
Q4 | $464K | Buy |
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|
2022
Q3 | $285K | Sell |
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|
2022
Q2 | $315K | Buy |
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