GW Henssler & Associates’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 | $346K | Sell |
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|
2025
Q1 | $477K | Buy |
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|
2024
Q4 | $731K | Sell |
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|
2024
Q3 | $731K | Buy |
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|
2024
Q2 | $286K | Sell |
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|
2024
Q1 | $310K | Sell |
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|
2023
Q4 | $319K | Buy |
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $343K | Sell |
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|
2023
Q1 | $351K | Buy |
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|
2022
Q4 | $348K | Buy |
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|
2022
Q3 | $298K | Sell |
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|
2022
Q2 | $360K | Sell |
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|
2022
Q1 | $398K | Sell |
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|
2021
Q4 | $409K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $386K | Sell |
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|
2021
Q1 | $392K | Sell |
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|
2020
Q4 | $378K | Sell |
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|
2020
Q3 | $331K | Sell |
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|
2020
Q2 | $368K | Sell |
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|
2020
Q1 | $519K | Sell |
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|
2019
Q4 | $777K | Sell |
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|
2019
Q3 | $759K | Buy |
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|
2019
Q2 | $568K | Buy |
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|
2019
Q1 | $523K | Buy |
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|
2018
Q4 | $465K | Sell |
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|
2018
Q3 | $587K | Buy |
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|
2018
Q2 | $482K | Buy |
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|
2018
Q1 | $463K | Sell |
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|
2017
Q4 | $509K | Sell |
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|
2017
Q3 | $471K | Sell |
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|
2017
Q2 | $464K | Buy |
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|
2017
Q1 | $423K | Buy |
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|
2016
Q4 | $302K | Buy |
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|
2016
Q3 | $242K | Sell |
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|
2016
Q2 | $293K | Buy |
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|
2016
Q1 | $253K | Buy |
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|
2015
Q4 | $230K | Buy |
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|
2015
Q3 | $210K | Buy |
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