Firestone Capital 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
Q3 | $757K | Sell |
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|
2025
Q2 | $857K | Buy |
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|
2025
Q1 | $901K | Buy |
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|
2024
Q4 | $848K | Buy |
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|
2024
Q3 | $828K | Buy |
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|
2024
Q2 | $747K | Hold |
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|
2024
Q1 | $775K | Buy |
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|
2023
Q4 | $665K | Buy |
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|
2023
Q3 | $544K | Buy |
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|
2023
Q2 | $560K | Buy |
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|
2023
Q1 | $540K | Buy |
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|
2022
Q4 | $475K | Buy |
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|
2022
Q3 | $355K | Buy |
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|
2022
Q2 | $381K | Buy |
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|
2022
Q1 | $418K | Buy |
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|
2021
Q4 | $427K | Buy |
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|
2021
Q3 | $393K | Hold |
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|
2021
Q2 | $393K | Buy |
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|
2021
Q1 | $85K | Buy |
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|
2020
Q4 | $50K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $16K | Buy |
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