Evermay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.7K | Sell |
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|
2025
Q1 | $109K | Sell |
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|
2024
Q4 | $114K | Sell |
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|
2024
Q3 | $121K | Sell |
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|
2024
Q2 | $136K | Sell |
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|
2024
Q1 | $153K | Buy |
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|
2023
Q4 | $142K | Sell |
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|
2023
Q3 | $142K | Buy |
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|
2023
Q2 | $94.7K | Hold |
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|
2023
Q1 | $95.4K | Hold |
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|
2022
Q4 | $98.5K | Buy |
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|
2022
Q3 | $85K | Sell |
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|
2022
Q2 | $129K | Buy |
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|
2022
Q1 | $103K | Hold |
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|
2021
Q4 | $105K | Sell |
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|
2021
Q3 | $99K | Hold |
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|
2021
Q2 | $101K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $4.55M | Sell |
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|
2015
Q1 | $5.09M | Sell |
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|
2014
Q4 | $5.24M | Buy |
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|
2014
Q3 | $4.77M | Buy |
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|
2014
Q2 | $4.68M | Buy |
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|
2014
Q1 | $2.46M | Buy |
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|
2013
Q4 | $2M | Buy |
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