Dakota Community Bank & Trust’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,450
| Closed | -$39.6K | – | 118 |
|
|
2024
Q4 | $39.6K | Buy |
+1,450
| New | +$39.6K | 0.19% | 84 |
|
|
2024
Q1 | – | Sell |
-552
| Closed | -$13.5K | – | 119 |
|
|
2023
Q4 | $13.5K | Buy |
+552
| New | +$13.5K | 0.08% | 90 |
|
|
2023
Q2 | – | Sell |
-90
| Closed | -$2.2K | – | 143 |
|
|
2023
Q1 | $2.2K | Sell |
90
-2,280
| -96% | -$55.6K | 0.01% | 109 |
|
|
2022
Q4 | $60K | Sell |
2,370
-1,230
| -34% | -$31.1K | 0.34% | 77 |
|
|
2022
Q3 | $80K | Buy |
+3,600
| New | +$80K | 0.55% | 65 |
|