FHC
First Heartland Consultants’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Sell |
140,578
-24,251
| -15% | -$643K | 0.33% | 71 |
|
|
2025
Q1 | $4.61M | Buy |
164,829
+68,020
| +70% | +$1.9M | 0.48% | 62 |
|
|
2024
Q4 | $2.64M | Buy |
96,809
+67,409
| +229% | +$1.84M | 0.27% | 82 |
|
|
2024
Q3 | $2.49M | Sell |
29,400
-10,295
| -26% | -$870K | 0.27% | 76 |
|
|
2024
Q2 | $3.09K | Sell |
39,695
-41,464
| -51% | -$3.23K | 0.22% | 79 |
|
|
2024
Q1 | $6.54M | Sell |
81,159
-25,456
| -24% | -$2.05M | 0.68% | 41 |
|
|
2023
Q4 | $8.12M | Sell |
106,615
-6,611
| -6% | -$503K | 0.98% | 28 |
|
|
2023
Q3 | $8.01M | Sell |
113,226
-45,660
| -29% | -$3.23M | 1.01% | 26 |
|
|
2023
Q2 | $11.5M | Buy |
158,886
+9,584
| +6% | +$696K | 1.5% | 15 |
|
|
2023
Q1 | $10.9M | Buy |
149,302
+9,000
| +6% | +$658K | 1.64% | 11 |
|
|
2022
Q4 | $10.6M | Buy |
140,302
+55,642
| +66% | +$4.2M | 1.71% | 11 |
|
|
2022
Q3 | $5.62K | Buy |
84,660
+71,266
| +532% | +$4.73K | 0.48% | 26 |
|
|
2022
Q2 | $959K | Buy |
13,394
+469
| +4% | +$33.6K | 0.15% | 118 |
|
|
2022
Q1 | $1.02M | Buy |
12,925
+5,483
| +74% | +$432K | 0.16% | 114 |
|
|
2021
Q4 | $601 | Buy |
7,442
+3,973
| +115% | +$321 | 0.02% | 172 |
|
|
2021
Q3 | $258K | Sell |
3,469
-386
| -10% | -$28.7K | 0.04% | 313 |
|
|
2021
Q2 | $292K | Sell |
3,855
-121
| -3% | -$9.17K | 0.04% | 287 |
|
|
2021
Q1 | $290K | Sell |
3,976
-10
| -0.3% | -$729 | 0.05% | 288 |
|
|
2020
Q4 | $256K | Buy |
3,986
+366
| +10% | +$23.5K | 0.04% | 277 |
|
|
2020
Q3 | $200K | Sell |
3,620
-1,834
| -34% | -$101K | 0.04% | 283 |
|
|
2020
Q2 | $282K | Buy |
5,454
+16
| +0.3% | +$827 | 0.06% | 217 |
|
|
2020
Q1 | $245K | Buy |
5,438
+557
| +11% | +$25.1K | 0.06% | 210 |
|
|
2019
Q4 | $283K | Buy |
4,881
+587
| +14% | +$34K | 0.06% | 238 |
|
|
2019
Q3 | $235K | Sell |
4,294
-37
| -0.9% | -$2.03K | 0.05% | 257 |
|
|
2019
Q2 | $230K | Sell |
4,331
-650
| -13% | -$34.5K | 0.06% | 252 |
|
|
2019
Q1 | $260K | Sell |
4,981
-564
| -10% | -$29.4K | 0.07% | 217 |
|
|
2018
Q4 | $260K | Buy |
+5,545
| New | +$260K | 0.1% | 191 |
|