GF
Gries Financial’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 | $1.05M | Sell |
39,663
-1,029
| -3% | -$27.3K | 0.19% | 119 |
|
|
2025
Q1 | $1.14M | Hold |
40,692
| – | – | 0.22% | 110 |
|
|
2024
Q4 | $1.11M | Buy |
40,692
+26,619
| +189% | +$727K | 0.2% | 116 |
|
|
2024
Q3 | $1.19M | Buy |
14,073
+306
| +2% | +$25.9K | 0.22% | 108 |
|
|
2024
Q2 | $1.07M | Sell |
13,767
-311
| -2% | -$24.2K | 0.22% | 106 |
|
|
2024
Q1 | $1.14M | Buy |
14,078
+311
| +2% | +$25.1K | 0.19% | 118 |
|
|
2023
Q4 | $1.05M | Buy |
13,767
+203
| +1% | +$15.5K | 0.23% | 92 |
|
|
2023
Q3 | $960K | Sell |
13,564
-203
| -1% | -$14.4K | 0.26% | 87 |
|
|
2023
Q2 | $1,000K | Hold |
13,767
| – | – | 0.28% | 83 |
|
|
2023
Q1 | $1.01M | Hold |
13,767
| – | – | 0.3% | 83 |
|
|
2022
Q4 | $1.04M | Buy |
+13,767
| New | +$1.04M | 0.35% | 76 |
|
|
2022
Q3 | – | Sell |
-13,767
| Closed | -$986K | – | 152 |
|
|
2022
Q2 | $986K | Hold |
13,767
| – | – | 0.47% | 62 |
|
|
2022
Q1 | $1.09M | Hold |
13,767
| – | – | 0.4% | 73 |
|
|
2021
Q4 | $1.11M | Buy |
13,767
+546
| +4% | +$44.1K | 0.45% | 59 |
|
|
2021
Q3 | $982K | Hold |
13,221
| – | – | 0.31% | 83 |
|
|
2021
Q2 | $1M | Hold |
13,221
| – | – | 0.32% | 75 |
|
|
2021
Q1 | $1.01M | Buy |
+13,221
| New | +$1.01M | 0.32% | 79 |
|