Crew Capital 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
Q2 | – | Sell |
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|
2025
Q1 | $878K | Sell |
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|
2024
Q4 | $879K | Sell |
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|
2024
Q3 | $1.51M | Sell |
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|
2024
Q2 | $1.71M | Sell |
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|
2024
Q1 | $2.29M | Sell |
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|
2023
Q4 | $3.9M | Buy |
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|
2023
Q3 | $3.44M | Buy |
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|
2023
Q2 | $2.33M | Buy |
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|
2023
Q1 | $793K | Buy |
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|
2022
Q4 | $425K | Buy |
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|
2022
Q3 | $219K | Buy |
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