Citizens National Bank Trust Department’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.77K | Hold |
180
| – | – | ﹤0.01% | 361 |
|
2025
Q1 | $5.03K | Hold |
180
| – | – | ﹤0.01% | 378 |
|
2024
Q4 | $4.92K | Hold |
180
| – | – | ﹤0.01% | 331 |
|
2024
Q3 | $5.07K | Hold |
180
| – | – | ﹤0.01% | 327 |
|
2024
Q2 | $4.67K | Hold |
180
| – | – | ﹤0.01% | 328 |
|
2024
Q1 | $4.84K | Hold |
180
| – | – | ﹤0.01% | 316 |
|
2023
Q4 | $4.57K | Hold |
180
| – | – | ﹤0.01% | 295 |
|
2023
Q3 | $4.25K | Hold |
180
| – | – | ﹤0.01% | 301 |
|
2023
Q2 | $4.36K | Hold |
180
| – | – | ﹤0.01% | 306 |
|
2023
Q1 | $4.39K | Hold |
180
| – | – | ﹤0.01% | 293 |
|
2022
Q4 | $5K | Buy |
+180
| New | +$5K | ﹤0.01% | 290 |
|