Global Strategic Investment Solutions’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 | $5.97M | Hold |
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|
2025
Q2 | $5.8M | Hold |
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|
2025
Q1 | $6.12M | Hold |
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|
2024
Q4 | $5.98M | Hold |
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|
2024
Q3 | $6.17M | Hold |
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|
2024
Q2 | $5.67M | Hold |
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|
2024
Q1 | $5.88M | Hold |
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|
2023
Q4 | $5.55M | Sell |
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|
2023
Q3 | $5.16M | Hold |
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|
2023
Q2 | $5.3M | Buy |
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|
2023
Q1 | $5.34M | Buy |
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|
2022
Q4 | $5.51M | Buy |
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|
2022
Q3 | $4.84M | Sell |
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|
2022
Q2 | $5.64M | Buy |
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|
2022
Q1 | $6.21M | Buy |
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|
2021
Q4 | $5.89M | Hold |
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|
2021
Q3 | $5.41M | Hold |
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|
2021
Q2 | $5.51M | Sell |
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|
2021
Q1 | $6.28M | Sell |
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|
2020
Q4 | $5.83M | Buy |
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|
2020
Q3 | $4.9M | Buy |
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|
2020
Q2 | $4.43M | Buy |
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|
2020
Q1 | $3.47M | Buy |
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|
2019
Q4 | $747K | Buy |
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|
2019
Q3 | $701K | Buy |
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