Cobblestone Capital Advisors’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 | $554K | Buy |
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|
2025
Q2 | $536K | Sell |
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|
2025
Q1 | $569K | Sell |
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|
2024
Q4 | $610K | Buy |
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|
2024
Q3 | $627K | Buy |
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|
2024
Q2 | $529K | Sell |
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|
2024
Q1 | $617K | Buy |
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|
2023
Q4 | $575K | Buy |
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|
2023
Q3 | $533K | Buy |
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|
2023
Q2 | $538K | Buy |
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|
2023
Q1 | $541K | Buy |
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|
2022
Q4 | $557K | Buy |
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|
2022
Q3 | $489K | Sell |
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|
2022
Q2 | $528K | Buy |
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|
2022
Q1 | $578K | Sell |
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|
2021
Q4 | $661K | Buy |
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|
2021
Q3 | $542K | Buy |
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|
2021
Q2 | $551K | Sell |
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|
2021
Q1 | $537K | Sell |
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|
2020
Q4 | $472K | Buy |
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|
2020
Q3 | $281K | Buy |
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|
2020
Q2 | $262K | Buy |
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|
2020
Q1 | $227K | Sell |
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|
2019
Q4 | $321K | Buy |
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|
2019
Q3 | $302K | Buy |
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|
2019
Q2 | $291K | Hold |
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|
2019
Q1 | $287K | Buy |
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|
2018
Q4 | $257K | Hold |
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|
2018
Q3 | $290K | Buy |
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|
2018
Q2 | $267K | Buy |
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|
2018
Q1 | $207K | Buy |
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|
2017
Q4 | $213K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $253K | Buy |
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|
2017
Q1 | $227K | Buy |
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