D.J. St. Germain’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 | $354K | Buy |
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|
2025
Q2 | $334K | Sell |
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|
2025
Q1 | $397K | Sell |
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|
2024
Q4 | $414K | Sell |
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|
2024
Q3 | $696K | Sell |
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|
2024
Q2 | $703K | Sell |
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|
2024
Q1 | $743K | Sell |
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|
2023
Q4 | $812K | Sell |
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|
2023
Q3 | $759K | Buy |
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|
2023
Q2 | $763K | Buy |
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|
2022
Q4 | $253 | Hold |
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|
2022
Q3 | $240K | Hold |
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|
2022
Q2 | $240K | Hold |
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|
2022
Q1 | $264K | Hold |
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|
2021
Q4 | $270K | Buy |
|