Connecticut 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
Q3 | $808K | Hold |
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|
2025
Q2 | $784K | Buy |
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|
2025
Q1 | $815K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $818K | Hold |
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|
2024
Q2 | $752K | Hold |
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|
2024
Q1 | $780K | Hold |
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|
2023
Q4 | $737K | Hold |
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|
2023
Q3 | $685K | Sell |
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|
2023
Q2 | $750K | Hold |
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|
2023
Q1 | $755K | Buy |
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