First Heartland Consultants’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 | $3.73M | Sell |
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|
2025
Q1 | $4.61M | Buy |
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|
2024
Q4 | $2.64M | Buy |
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|
2024
Q3 | $2.48M | Sell |
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|
2024
Q2 | $3.09K | Sell |
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|
2024
Q1 | $6.54M | Sell |
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|
2023
Q4 | $8.12M | Sell |
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|
2023
Q3 | $8.01M | Sell |
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|
2023
Q2 | $11.5M | Buy |
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|
2023
Q1 | $10.9M | Buy |
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|
2022
Q4 | $10.6M | Buy |
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|
2022
Q3 | $5.62K | Buy |
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|
2022
Q2 | $959K | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $601 | Buy |
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|
2021
Q3 | $258K | Sell |
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|
2021
Q2 | $292K | Sell |
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|
2021
Q1 | $290K | Sell |
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|
2020
Q4 | $256K | Buy |
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|
2020
Q3 | $200K | Sell |
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|
2020
Q2 | $282K | Buy |
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|
2020
Q1 | $245K | Buy |
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|
2019
Q4 | $283K | Buy |
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|
2019
Q3 | $235K | Sell |
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|
2019
Q2 | $230K | Sell |
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|
2019
Q1 | $260K | Sell |
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|
2018
Q4 | $260K | Buy |
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