Godsey & Gibb Inc’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
Q2 | $472K | Sell |
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|
2025
Q1 | $500K | Sell |
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|
2024
Q4 | $511K | Sell |
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|
2024
Q3 | $527K | Sell |
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|
2024
Q2 | $504K | Sell |
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|
2024
Q1 | $561K | Buy |
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|
2023
Q4 | $435K | Sell |
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|
2023
Q3 | $404K | Sell |
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|
2023
Q2 | $470K | Buy |
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|
2023
Q1 | $415K | Sell |
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|
2022
Q4 | $480K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $362K | Buy |
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|
2021
Q4 | $328K | Sell |
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|
2021
Q3 | $312K | Sell |
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|
2021
Q2 | $326K | Sell |
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|
2021
Q1 | $401K | Buy |
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|
2020
Q4 | $250K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $284K | Sell |
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|
2019
Q2 | $357K | Sell |
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|
2019
Q1 | $421K | Sell |
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|
2018
Q4 | $1.25M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $223K | Buy |
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|
2017
Q3 | $200K | Buy |
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