Gries Financial’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	$1.14M	Buy	41,641 +1,978	+5%	+$54K	0.18%	125
2025 Q2	$1.05M	Sell	39,663 -1,029	-3%	-$26.9K	0.19%	119
2025 Q1	$1.14M	Hold	40,692	–	–	0.22%	110
2024 Q4	$1.11M	Sell	40,692 -1,527	-4%	-$43.4K	0.2%	116
2024 Q3	$1.19M	Buy	42,219 +918	+2%	+$25K	0.22%	108
2024 Q2	$1.07M	Sell	41,301 -933	-2%	-$24.3K	0.22%	106
2024 Q1	$1.14M	Buy	42,234 +933	+2%	+$24.1K	0.19%	118
2023 Q4	$1.05M	Buy	41,301 +609	+1%	+$14.5K	0.23%	92
2023 Q3	$960K	Sell	40,692 -609	-1%	-$14.9K	0.26%	87
2023 Q2	$1,000K	Hold	41,301	–	–	0.28%	83
2023 Q1	$1.01M	Hold	41,301	–	–	0.3%	83
2022 Q4	$1.04M	Buy	+41,301	New	+$1.02M	0.35%	76
2022 Q3	–	Sell	-41,301	Closed	-$986K	–	152
2022 Q2	$986K	Hold	41,301	–	–	0.47%	62
2022 Q1	$1.09M	Hold	41,301	–	–	0.4%	73
2021 Q4	$1.11M	Buy	41,301 +1,638	+4%	+$42.6K	0.45%	59
2021 Q3	$982K	Hold	39,663	–	–	0.31%	83
2021 Q2	$1M	Hold	39,663	–	–	0.32%	75
2021 Q1	$1.01M	Buy	+39,663	New	+$902K	0.32%	79