Elmwood Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.13M | Buy |
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|
2025
Q4 | $1M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $60K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $12K | Sell |
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|
2019
Q2 | $48K | Hold |
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|
2019
Q1 | $48K | Sell |
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|
2018
Q4 | $57K | Hold |
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|
2018
Q3 | $64.8K | Hold |
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|
2018
Q2 | $60.3K | Hold |
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|
2018
Q1 | $60K | Buy |
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