CWA Asset Management Group’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 | $991K | Buy |
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|
2025
Q2 | $961K | Sell |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $962K | Buy |
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|
2023
Q2 | $703K | Buy |
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|
2023
Q1 | $635K | Buy |
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|
2022
Q4 | $604K | Buy |
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|
2022
Q3 | $527K | Sell |
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|
2022
Q2 | $711K | Buy |
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|
2022
Q1 | $693K | Sell |
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|
2021
Q4 | $837K | Buy |
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|
2021
Q3 | $707K | Buy |
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|
2021
Q2 | $581K | Buy |
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|
2021
Q1 | $490K | Buy |
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|
2020
Q4 | $428K | Buy |
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|
2020
Q3 | $366K | Buy |
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|
2020
Q2 | $340K | Buy |
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|
2020
Q1 | $293K | Buy |
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|
2019
Q4 | $374K | Buy |
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|
2019
Q3 | $346K | Buy |
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|
2019
Q2 | $335K | Buy |
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|
2019
Q1 | $284K | Buy |
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|
2018
Q4 | $254K | Buy |
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|
2018
Q3 | $282K | Buy |
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|
2018
Q2 | $261K | Hold |
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|
2018
Q1 | $259K | Buy |
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|
2017
Q4 | $269K | Buy |
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|
2017
Q3 | $245K | Buy |
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|
2017
Q2 | $234K | Buy |
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|
2017
Q1 | $230K | Buy |
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