COWA LLC’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
$3.37M Buy
2025
Q1
$3.41M Buy
2024
Q4
$3.32M Buy
2024
Q3
$3.37M Buy
2024
Q2
$3.07M Sell
2024
Q1
$3.67M Sell
2023
Q4
$3.66M Sell
2023
Q3
$3.51M Sell
2023
Q2
$3.72M Sell
2023
Q1
$3.1M Buy
2022
Q4
$4.36M Sell
2022
Q3
$3.55M Sell
2022
Q2
$4M Sell
2022
Q1
$6.06M Sell
2021
Q4
$7.52M Sell
2021
Q3
$7.07M Sell
2021
Q2
$8.01M Buy
2021
Q1
$7.61M Buy
2020
Q4
$6.2M Buy