CRI
Commonwealth Retirement Investments’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
53,156
-3,923
| -7% | -$104K | 0.54% | 52 |
|
|
2025
Q1 | $1.6M | Sell |
57,079
-9,652
| -14% | -$270K | 0.65% | 48 |
|
|
2024
Q4 | $1.82M | Buy |
66,731
+41,803
| +168% | +$1.14M | 0.75% | 41 |
|
|
2024
Q3 | $2.11M | Sell |
24,928
-1,674
| -6% | -$142K | 0.88% | 37 |
|
|
2024
Q2 | $2.07M | Sell |
26,602
-2,708
| -9% | -$211K | 0.95% | 34 |
|
|
2024
Q1 | $2.36M | Sell |
29,310
-1,437
| -5% | -$116K | 1.13% | 26 |
|
|
2023
Q4 | $2.34M | Buy |
30,747
+1,007
| +3% | +$76.7K | 1.24% | 25 |
|
|
2023
Q3 | $2.1M | Sell |
29,740
-6,907
| -19% | -$489K | 1.21% | 26 |
|
|
2023
Q2 | $2.66M | Sell |
36,647
-723
| -2% | -$52.5K | 1.48% | 25 |
|
|
2023
Q1 | $2.73M | Buy |
37,370
+3,386
| +10% | +$248K | 1.62% | 26 |
|
|
2022
Q4 | $2.57M | Buy |
+33,984
| New | +$2.57M | 1.56% | 27 |
|