Cornell Pochily Investment 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 | $602K | Sell |
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|
2025
Q2 | $614K | Buy |
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|
2025
Q1 | $646K | Sell |
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|
2024
Q4 | $680K | Buy |
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|
2024
Q3 | $682K | Buy |
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|
2024
Q2 | $620K | Sell |
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|
2024
Q1 | $717K | Sell |
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|
2023
Q4 | $816K | Sell |
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|
2023
Q3 | $790K | Sell |
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|
2023
Q2 | $846K | Sell |
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|
2023
Q1 | $880K | Buy |
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|
2022
Q4 | $734K | Sell |
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|
2022
Q3 | $658K | Buy |
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|
2022
Q2 | $677K | Buy |
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|
2022
Q1 | $604K | Buy |
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|
2021
Q4 | $617K | Sell |
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|
2021
Q3 | $568K | Buy |
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|
2021
Q2 | $482K | Buy |
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