Duncker Streett & Co’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 | $431K | Buy |
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|
2025
Q2 | $405K | Buy |
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|
2025
Q1 | $428K | Buy |
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|
2024
Q4 | $418K | Hold |
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|
2024
Q3 | $431K | Buy |
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|
2024
Q2 | $396K | Hold |
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|
2024
Q1 | $411K | Buy |
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|
2023
Q4 | $388K | Sell |
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|
2023
Q3 | $372K | Buy |
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|
2023
Q2 | $382K | Buy |
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|
2023
Q1 | $381K | Buy |
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|
2022
Q4 | $393K | Buy |
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|
2022
Q3 | $346K | Buy |
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|
2022
Q2 | $372K | Buy |
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|
2022
Q1 | $410K | Sell |
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|
2021
Q4 | $829K | Buy |
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|
2021
Q3 | $759K | Sell |
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|
2021
Q2 | $838K | Sell |
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|
2021
Q1 | $844K | Sell |
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|
2020
Q4 | $769K | Buy |
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|
2020
Q3 | $383K | Buy |
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|
2020
Q2 | $358K | Buy |
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|
2020
Q1 | $288K | Buy |
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|
2019
Q4 | $337K | Sell |
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|
2019
Q3 | $621K | Buy |
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|
2019
Q2 | $598K | Buy |
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|
2019
Q1 | $537K | Buy |
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|
2018
Q4 | $456K | Buy |
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|
2018
Q3 | $510K | Buy |
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|
2018
Q2 | $380K | Buy |
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|
2018
Q1 | $369K | Buy |
|
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|
2017
Q4 | $230K | Buy |
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|
2017
Q3 | $210K | Buy |
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|
2017
Q2 | $202K | Buy |
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|
2017
Q1 | $125K | Hold |
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|
2016
Q4 | $122K | Hold |
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|
2016
Q3 | $118K | Buy |
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|
2016
Q2 | $50K | Hold |
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|
2016
Q1 | $48K | Buy |
|