Coston McIsaac & Partners’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 | $223K | Buy |
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|
2025
Q1 | $225K | Sell |
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|
2024
Q4 | $245K | Buy |
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|
2024
Q3 | $251 | Buy |
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|
2024
Q2 | $161K | Buy |
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|
2024
Q1 | $167K | Buy |
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|
2023
Q4 | $150K | Buy |
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|
2023
Q3 | $138K | Buy |
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|
2023
Q2 | $56K | Sell |
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|
2023
Q1 | $117K | Buy |
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|
2022
Q4 | $111 | Buy |
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|
2022
Q3 | $96K | Buy |
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|
2022
Q2 | $103K | Buy |
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