Fountainhead AM’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 | $312K | Sell |
|
|||||
|
2025
Q2 | $369K | Sell |
|
|||||
|
2025
Q1 | $418K | Buy |
|
|||||
|
2024
Q4 | $405K | Sell |
|
|||||
|
2024
Q3 | $464K | Sell |
|
|||||
|
2024
Q2 | $450K | Sell |
|
|||||
|
2024
Q1 | $507K | Buy |
|
|||||
|
2023
Q4 | $377K | Buy |
|
|||||
|
2023
Q3 | $294K | Buy |
|
|||||
|
2023
Q2 | $208K | Sell |
|
|||||
|
2023
Q1 | $212K | Buy |
|
|||||
|
2022
Q4 | $219K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $218K | Buy |
|
|||||
|
2022
Q1 | $220K | Buy |
|
|||||
|
2021
Q4 | $224K | Sell |
|
|||||
|
2021
Q3 | $208K | Buy |
|
|||||
|
2021
Q2 | $203K | Hold |
|
|||||
|
2021
Q1 | $203K | Buy |
|