Goepper Burkhardt’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 | $12.1M | Buy |
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|
2025
Q1 | $11.8M | Buy |
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|
2024
Q4 | $11.4M | Buy |
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|
2024
Q3 | $11.1M | Buy |
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|
2024
Q2 | $9.75M | Buy |
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|
2024
Q1 | $9.77M | Buy |
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|
2023
Q4 | $9.26M | Buy |
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|
2023
Q3 | $7.44M | Buy |
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|
2023
Q2 | $7.03M | Buy |
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|
2023
Q1 | $6.31M | Buy |
|
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|
2022
Q4 | $6.15M | Buy |
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|
2022
Q3 | $3.77M | Buy |
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|
2022
Q2 | $3.03M | Buy |
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|
2022
Q1 | $2.69M | Buy |
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|
2021
Q4 | $2M | Buy |
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|
2021
Q3 | $1.71M | Sell |
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|
2021
Q2 | $1.75M | Buy |
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|
2021
Q1 | $1.39M | Buy |
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|
2020
Q4 | $965K | Buy |
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