GHP Investment Advisors’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 | $2.04M | Buy |
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|
2025
Q2 | $1.95M | Buy |
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|
2025
Q1 | $2.04M | Buy |
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|
2024
Q4 | $1.95M | Buy |
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|
2024
Q3 | $1.93M | Sell |
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|
2024
Q2 | $1.78M | Sell |
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|
2024
Q1 | $1.9M | Buy |
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|
2023
Q4 | $1.77M | Buy |
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|
2023
Q3 | $1.61M | Buy |
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|
2023
Q2 | $1.7M | Sell |
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|
2023
Q1 | $1.72M | Sell |
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|
2022
Q4 | $1.8M | Buy |
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|
2022
Q3 | $1.55M | Buy |
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|
2022
Q2 | $1.64M | Sell |
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|
2022
Q1 | $1.93M | Sell |
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|
2021
Q4 | $2.01M | Buy |
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|
2021
Q3 | $1.84M | Sell |
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|
2021
Q2 | $1.92M | Buy |
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|
2021
Q1 | $1.74M | Buy |
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|
2020
Q4 | $1.51M | Buy |
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|
2020
Q3 | $1.19M | Buy |
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|
2020
Q2 | $1.08M | Buy |
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|
2020
Q1 | $875K | Buy |
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|
2019
Q4 | $1.02M | Sell |
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|
2019
Q3 | $976K | Sell |
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|
2019
Q2 | $1.02M | Sell |
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|
2019
Q1 | $1.05M | Sell |
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|
2018
Q4 | $941K | Buy |
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|
2018
Q3 | $861K | Sell |
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|
2018
Q2 | $807K | Buy |
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|
2018
Q1 | $788K | Buy |
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|
2017
Q4 | $820K | Buy |
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|
2017
Q3 | $741K | Buy |
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|
2017
Q2 | $707K | Sell |
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|
2017
Q1 | $709K | Buy |
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|
2016
Q4 | $690K | Buy |
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|
2016
Q3 | $666K | Buy |
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|
2016
Q2 | $650K | Buy |
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|
2016
Q1 | $628K | Sell |
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|
2015
Q4 | $609K | Buy |
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|
2015
Q3 | $556K | Buy |
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|
2015
Q2 | $574K | Buy |
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|
2015
Q1 | $542K | Buy |
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|
2014
Q4 | $533K | Buy |
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|
2014
Q3 | $494K | Buy |
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|
2014
Q2 | $481K | Buy |
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|
2014
Q1 | $455K | Sell |
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|
2013
Q4 | $469K | Buy |
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|
2013
Q3 | $369K | Buy |
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|
2013
Q2 | $340K | Buy |
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