GGI
Godsey & Gibb Inc’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Sell |
17,830
-70
| -0.4% | -$1.86K | 0.04% | 72 |
|
|
2025
Q1 | $500K | Sell |
17,900
-787
| -4% | -$22K | 0.05% | 73 |
|
|
2024
Q4 | $511K | Buy |
18,687
+12,452
| +200% | +$340K | 0.05% | 71 |
|
|
2024
Q3 | $527K | Sell |
6,235
-245
| -4% | -$20.7K | 0.05% | 71 |
|
|
2024
Q2 | $504K | Sell |
6,480
-480
| -7% | -$37.3K | 0.05% | 75 |
|
|
2024
Q1 | $561K | Buy |
6,960
+1,252
| +22% | +$101K | 0.06% | 67 |
|
|
2023
Q4 | $435K | Sell |
5,708
-5
| -0.1% | -$381 | 0.05% | 71 |
|
|
2023
Q3 | $404K | Sell |
5,713
-759
| -12% | -$53.7K | 0.05% | 71 |
|
|
2023
Q2 | $470K | Buy |
6,472
+800
| +14% | +$58.1K | 0.05% | 67 |
|
|
2023
Q1 | $415K | Sell |
5,672
-680
| -11% | -$49.7K | 0.05% | 74 |
|
|
2022
Q4 | $480K | Buy |
+6,352
| New | +$480K | 0.09% | 46 |
|
|
2022
Q2 | – | Sell |
-4,589
| Closed | -$362K | – | 158 |
|
|
2022
Q1 | $362K | Buy |
4,589
+535
| +13% | +$42.2K | 0.14% | 24 |
|
|
2021
Q4 | $328K | Sell |
4,054
-152
| -4% | -$12.3K | 0.11% | 25 |
|
|
2021
Q3 | $312K | Sell |
4,206
-110
| -3% | -$8.16K | 0.14% | 19 |
|
|
2021
Q2 | $326K | Sell |
4,316
-1,188
| -22% | -$89.7K | 0.19% | 15 |
|
|
2021
Q1 | $401K | Buy |
5,504
+1,613
| +41% | +$118K | 0.05% | 69 |
|
|
2020
Q4 | $250K | Buy |
+3,891
| New | +$250K | 0.03% | 84 |
|
|
2019
Q4 | – | Sell |
-5,177
| Closed | -$284K | – | 102 |
|
|
2019
Q3 | $284K | Sell |
5,177
-1,557
| -23% | -$85.4K | 0.04% | 69 |
|
|
2019
Q2 | $357K | Sell |
6,734
-1,315
| -16% | -$69.7K | 0.05% | 67 |
|
|
2019
Q1 | $421K | Sell |
8,049
-18,473
| -70% | -$966K | 0.06% | 56 |
|
|
2018
Q4 | $1.25M | Buy |
+26,522
| New | +$1.25M | 0.22% | 48 |
|
|
2018
Q1 | – | Sell |
-4,364
| Closed | -$223K | – | 71 |
|
|
2017
Q4 | $223K | Buy |
4,364
+82
| +2% | +$4.19K | 0.04% | 54 |
|
|
2017
Q3 | $200K | Buy |
+4,282
| New | +$200K | 0.03% | 55 |
|