Farmers & Merchants Investments Inc’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 | $956K | Hold |
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|
2025
Q2 | $928K | Sell |
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|
2025
Q1 | $995K | Sell |
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|
2024
Q4 | $1.14M | Buy |
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|
2024
Q3 | $1.17M | Hold |
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|
2024
Q2 | $1.08M | Hold |
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|
2024
Q1 | $1.12M | Hold |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $747K | Buy |
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|
2023
Q1 | $628K | Buy |
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|
2022
Q4 | $611K | Hold |
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|
2022
Q3 | $537K | Buy |
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|
2022
Q2 | $27K | Hold |
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|
2022
Q1 | $30K | Hold |
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|
2021
Q4 | $30K | Hold |
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|
2021
Q3 | $28K | Hold |
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|
2021
Q2 | $28K | Sell |
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|
2021
Q1 | $29K | Buy |
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|
2020
Q4 | $24K | Hold |
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|
2020
Q3 | $21K | Hold |
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|
2020
Q2 | $19K | Hold |
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|
2020
Q1 | $17K | Hold |
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|
2019
Q4 | $22K | Hold |
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|
2019
Q3 | $21K | Hold |
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|
2019
Q2 | $20K | Hold |
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|
2019
Q1 | $20K | Hold |
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|
2018
Q4 | $18K | Sell |
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|
2018
Q3 | $38K | Buy |
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|
2018
Q2 | $18K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $9K | Hold |
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|
2017
Q1 | $9K | Hold |
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|
2016
Q4 | $9K | Buy |
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