Hayek Kallen Investment Management’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 | $873K | Buy |
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|
2025
Q1 | $858K | Sell |
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|
2024
Q4 | $896K | Sell |
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|
2024
Q3 | $933K | Sell |
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|
2024
Q2 | $860K | Sell |
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|
2024
Q1 | $896K | Buy |
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|
2023
Q4 | $760K | Buy |
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|
2023
Q3 | $594K | Buy |
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|
2023
Q2 | $576K | Buy |
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|
2023
Q1 | $529K | Buy |
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|
2022
Q4 | $391K | Sell |
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|
2022
Q3 | $390K | Buy |
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|
2022
Q2 | $416K | Sell |
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|
2022
Q1 | $488K | Buy |
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|
2021
Q4 | $490K | Buy |
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