D.B. Root & Company’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 | $5.64M | Buy |
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|
2025
Q1 | $5.48M | Sell |
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|
2024
Q4 | $5.76M | Buy |
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|
2024
Q3 | $5.63M | Sell |
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|
2024
Q2 | $5.23M | Sell |
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|
2024
Q1 | $5.71M | Buy |
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|
2023
Q4 | $5.18M | Sell |
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|
2023
Q3 | $4.96M | Sell |
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|
2023
Q2 | $5.16M | Buy |
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|
2023
Q1 | $5.06M | Buy |
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|
2022
Q4 | $5.19M | Buy |
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|
2022
Q3 | $4.19M | Buy |
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|
2022
Q2 | $4.26M | Buy |
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|
2022
Q1 | $4.36M | Sell |
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|
2021
Q4 | $4.53M | Sell |
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|
2021
Q3 | $4.2M | Sell |
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|
2021
Q2 | $4.66M | Buy |
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|
2021
Q1 | $4.49M | Buy |
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|
2020
Q4 | $3.9M | Sell |
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|
2020
Q3 | $3.79M | Buy |
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|
2020
Q2 | $3.5M | Sell |
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|
2020
Q1 | $3.07M | Sell |
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|
2019
Q4 | $4.08M | Buy |
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|
2019
Q3 | $3.77M | Sell |
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|
2019
Q2 | $4.13M | Sell |
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|
2019
Q1 | $5.76M | Buy |
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|
2018
Q4 | $4.94M | Buy |
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|
2018
Q3 | $5.39M | Buy |
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|
2018
Q2 | $4.76M | Sell |
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|
2018
Q1 | $5.1M | Buy |
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|
2017
Q4 | $4.91M | Buy |
|