ClientFirst 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
Q2 | $231K | Hold |
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|
2025
Q1 | $243K | Hold |
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|
2024
Q4 | $238K | Buy |
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|
2023
Q3 | $203K | Hold |
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|
2023
Q2 | $213K | Hold |
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|
2023
Q1 | $212K | Sell |
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|
2022
Q4 | $313K | Sell |
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|
2022
Q3 | $349K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $214K | Hold |
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|
2021
Q4 | $214K | Buy |
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