Grimes & Company’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 | $679K | Buy |
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|
2025
Q2 | $577K | Buy |
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|
2025
Q1 | $603K | Sell |
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|
2024
Q4 | $785K | Buy |
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|
2024
Q3 | $784K | Buy |
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|
2024
Q2 | $252K | Sell |
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|
2024
Q1 | $275K | Buy |
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|
2023
Q4 | $246K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $203K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $231K | Hold |
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|
2022
Q1 | $254K | Hold |
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|
2021
Q4 | $260K | Hold |
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|
2021
Q3 | $239K | Buy |
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|
2021
Q2 | $243K | Buy |
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|
2021
Q1 | $235K | Sell |
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|
2020
Q4 | $218K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Buy |
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