Clean Yield Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,698
| Closed | -$46.4K | – | 481 |
|
|
2024
Q4 | $46.4K | Hold |
1,698
| – | – | 0.01% | 233 |
|
|
2024
Q3 | $47.8K | Hold |
1,698
| – | – | 0.02% | 232 |
|
|
2024
Q2 | $44K | Hold |
1,698
| – | – | 0.02% | 237 |
|
|
2024
Q1 | $45.6K | Hold |
1,698
| – | – | 0.02% | 242 |
|
|
2023
Q4 | $43.1K | Hold |
1,698
| – | – | 0.02% | 246 |
|
|
2023
Q3 | $40.1K | Hold |
1,698
| – | – | 0.02% | 244 |
|
|
2023
Q2 | $41.1K | Hold |
1,698
| – | – | 0.02% | 248 |
|
|
2023
Q1 | $41.4K | Hold |
1,698
| – | – | 0.02% | 247 |
|
|
2022
Q4 | $42.8K | Hold |
1,698
| – | – | 0.02% | 240 |
|
|
2022
Q3 | $38K | Hold |
1,698
| – | – | 0.02% | 243 |
|
|
2022
Q2 | $41K | Hold |
1,698
| – | – | 0.02% | 245 |
|
|
2022
Q1 | $45K | Hold |
1,698
| – | – | 0.02% | 261 |
|
|
2021
Q4 | $46K | Hold |
1,698
| – | – | 0.01% | 269 |
|
|
2021
Q3 | $42K | Hold |
1,698
| – | – | 0.01% | 272 |
|
|
2021
Q2 | $43K | Buy |
+1,698
| New | +$43K | 0.01% | 263 |
|