DDD Partners’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 | $768K | Sell |
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|
2025
Q2 | $31.7M | Buy |
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|
2025
Q1 | $886K | Buy |
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|
2024
Q4 | $854K | Buy |
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|
2024
Q3 | $870K | Buy |
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|
2024
Q2 | $391K | Sell |
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|
2024
Q1 | $408K | Sell |
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|
2023
Q4 | $37.2M | Buy |
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|
2023
Q3 | $281K | Buy |
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|
2023
Q2 | $260K | Sell |
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|
2023
Q1 | $309K | Sell |
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|
2022
Q4 | $325K | Sell |
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|
2022
Q3 | $1.15M | Sell |
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|
2022
Q2 | $1.33M | Sell |
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|
2022
Q1 | $22.5M | Sell |
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|
2021
Q4 | $23.1M | Sell |
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|
2021
Q3 | $22M | Sell |
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|
2021
Q2 | $23.5M | Buy |
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|
2021
Q1 | $9.7M | Buy |
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|
2020
Q4 | $270K | Sell |
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|
2020
Q3 | $285K | Buy |
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