Demars Financial 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
Q3 | $941K | Buy |
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|
2025
Q2 | $842K | Sell |
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|
2025
Q1 | $29.8M | Buy |
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|
2024
Q4 | $29.5M | Buy |
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|
2024
Q3 | $861K | Hold |
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|
2024
Q2 | $792K | Buy |
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|
2024
Q1 | $820K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $226K | Sell |
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|
2022
Q1 | $302K | Sell |
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|
2021
Q4 | $698K | Buy |
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|
2021
Q3 | $607K | Sell |
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|
2021
Q2 | $725K | Buy |
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|
2021
Q1 | $682K | Buy |
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|
2020
Q4 | $592K | Buy |
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|
2020
Q3 | $510K | Buy |
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|
2020
Q2 | $439K | Buy |
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