Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $11.2M | Buy |
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|
2024
Q3 | $10.4M | Buy |
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|
2024
Q2 | $9.08M | Buy |
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|
2024
Q1 | $8.72M | Buy |
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|
2023
Q4 | $7.59M | Buy |
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|
2023
Q3 | $6.59M | Buy |
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|
2023
Q2 | $6.27M | Buy |
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|
2023
Q1 | $5.82M | Sell |
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|
2022
Q4 | $6.02M | Buy |
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|
2022
Q3 | $4.53M | Buy |
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|
2022
Q2 | $4.45M | Buy |
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|
2022
Q1 | $3.64M | Buy |
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|
2021
Q4 | $3.55M | Buy |
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|
2021
Q3 | $1.28M | Buy |
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|
2021
Q2 | $1.16M | Buy |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $797K | Sell |
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|
2020
Q3 | $714K | Sell |
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|
2020
Q2 | $719K | Buy |
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|
2020
Q1 | $540K | Buy |
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|
2019
Q4 | $684K | Sell |
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|
2019
Q3 | $660K | Sell |
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|
2019
Q2 | $648K | Buy |
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|
2019
Q1 | $528K | Buy |
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|
2018
Q4 | $315K | Buy |
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|
2018
Q3 | – | Hold |
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