Cross Staff Investments’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 | $536K | Hold |
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|
2025
Q2 | $520K | Hold |
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|
2025
Q1 | $549K | Hold |
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|
2024
Q4 | $536K | Buy |
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|
2024
Q3 | $488K | Hold |
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|
2024
Q2 | $449K | Sell |
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|
2024
Q1 | $475K | Sell |
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|
2023
Q4 | $451K | Hold |
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|
2023
Q3 | $420K | Buy |
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|
2023
Q2 | $421K | Sell |
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|
2023
Q1 | $434K | Buy |
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|
2022
Q4 | $438K | Sell |
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|
2022
Q3 | $414K | Hold |
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|
2022
Q2 | $446K | Hold |
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|
2022
Q1 | $492K | Sell |
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|
2021
Q4 | $517K | Buy |
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