Curbstone Financial Management Corp’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 | $12.4M | Buy |
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|
2025
Q2 | $11.8M | Sell |
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|
2025
Q1 | $12.4M | Buy |
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|
2024
Q4 | $11.1M | Buy |
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|
2024
Q3 | $11M | Buy |
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|
2024
Q2 | $9.7M | Buy |
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|
2024
Q1 | $9.64M | Buy |
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|
2023
Q4 | $8.33M | Buy |
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|
2023
Q3 | $7.44M | Buy |
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|
2023
Q2 | $7.29M | Buy |
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|
2023
Q1 | $6.71M | Buy |
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|
2022
Q4 | $5.97M | Buy |
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|
2022
Q3 | $4.98M | Buy |
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|
2022
Q2 | $5.17M | Buy |
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|
2022
Q1 | $4.75M | Buy |
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|
2021
Q4 | $4.34M | Buy |
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|
2021
Q3 | $3.92M | Buy |
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|
2021
Q2 | $3.9M | Buy |
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|
2021
Q1 | $3.71M | Buy |
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|
2020
Q4 | $2.29M | Buy |
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|
2020
Q3 | $1.8M | Buy |
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|
2020
Q2 | $611K | Buy |
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|
2020
Q1 | $522K | Buy |
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|
2019
Q4 | $496K | Buy |
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|
2019
Q3 | $418K | Buy |
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