Commonwealth Retirement Investments’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 | $1.41M | Sell |
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|
2025
Q1 | $1.6M | Sell |
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|
2024
Q4 | $1.82M | Sell |
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|
2024
Q3 | $2.11M | Sell |
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|
2024
Q2 | $2.07M | Sell |
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|
2024
Q1 | $2.36M | Sell |
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|
2023
Q4 | $2.34M | Buy |
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|
2023
Q3 | $2.1M | Sell |
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|
2023
Q2 | $2.66M | Sell |
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|
2023
Q1 | $2.73M | Buy |
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|
2022
Q4 | $2.57M | Buy |
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