Geneos Wealth 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 | $2.7M | Buy |
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|
2025
Q2 | $2.56M | Sell |
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|
2025
Q1 | $4.18M | Buy |
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|
2024
Q4 | $2.01M | Buy |
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|
2024
Q3 | $2M | Buy |
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|
2024
Q2 | $1.83M | Buy |
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|
2024
Q1 | $1.82M | Sell |
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|
2023
Q4 | $2.45M | Sell |
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|
2023
Q3 | $5.02M | Buy |
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|
2023
Q2 | $5.11M | Buy |
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|
2023
Q1 | $2.95M | Sell |
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|
2022
Q4 | $17.2M | Buy |
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|
2022
Q3 | $12.5M | Buy |
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|
2022
Q2 | $13.2M | Buy |
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|
2022
Q1 | $13.6M | Buy |
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|
2021
Q4 | $11.3M | Sell |
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|
2021
Q3 | $15.3M | Buy |
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|
2021
Q2 | $15M | Sell |
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|
2021
Q1 | $14.8M | Sell |
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|
2020
Q4 | $15.1M | Sell |
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|
2020
Q3 | $11.4M | Buy |
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|
2020
Q2 | $181K | Sell |
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|
2020
Q1 | $267K | Sell |
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|
2019
Q4 | $11M | Buy |
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|
2019
Q3 | $9.9M | Sell |
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|
2019
Q2 | $9.75M | Buy |
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|
2019
Q1 | $9.52M | Sell |
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|
2018
Q4 | $8.77M | Sell |
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|
2018
Q3 | $10.1M | Sell |
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|
2018
Q2 | $9.46M | Sell |
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|
2018
Q1 | $9.6M | Sell |
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|
2017
Q4 | $10.3M | Sell |
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|
2017
Q3 | $9.44M | Sell |
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|
2017
Q2 | $9.44M | Sell |
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|
2017
Q1 | $9.4M | Buy |
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|
2016
Q4 | $167K | Hold |
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|
2016
Q3 | $162K | Hold |
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|
2016
Q2 | $159K | Buy |
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|
2016
Q1 | $138K | Buy |
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