D.L. Carlson Investment 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
Q2 | $316K | Buy |
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|
2025
Q1 | $260K | Sell |
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|
2024
Q4 | $329K | Sell |
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|
2024
Q3 | $544K | Buy |
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|
2024
Q2 | $303K | Buy |
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|
2024
Q1 | $299K | Sell |
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|
2023
Q4 | $287K | Buy |
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|
2023
Q3 | $262K | Buy |
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|
2023
Q2 | $265K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $225K | Buy |
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|
2021
Q4 | $230K | Sell |
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|
2021
Q3 | $236K | Buy |
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|
2021
Q2 | $241K | Sell |
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|
2021
Q1 | $232K | Buy |
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|
2020
Q4 | $204K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.62M | Buy |
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|
2019
Q4 | $3.16M | Buy |
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|
2019
Q3 | $2.69M | Buy |
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|
2019
Q2 | $2.49M | Sell |
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|
2019
Q1 | $2.62M | Sell |
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|
2018
Q4 | $2.45M | Buy |
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|
2018
Q3 | $2.66M | Sell |
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|
2018
Q2 | $2.54M | Buy |
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|
2018
Q1 | $2.53M | Buy |
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|
2017
Q4 | $2.5M | Sell |
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|
2017
Q3 | $2.32M | Buy |
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|
2017
Q2 | $2.09M | Buy |
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|
2017
Q1 | $1.81M | Buy |
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|
2016
Q4 | $1.58M | Buy |
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|
2016
Q3 | $1.25M | Buy |
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|
2016
Q2 | $706K | Buy |
|