Hazlett, Burt & Watson’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 | $9.62M | Sell |
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|
2025
Q1 | $10.6M | Buy |
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|
2024
Q4 | $10.3M | Buy |
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|
2024
Q3 | $10.6M | Buy |
|
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|
2024
Q2 | $9.63M | Buy |
|
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|
2024
Q1 | $9.89M | Buy |
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|
2023
Q4 | $9.09M | Buy |
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|
2023
Q3 | $8.43M | Buy |
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|
2023
Q2 | $8.4M | Sell |
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|
2023
Q1 | $8.5M | Buy |
|
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|
2022
Q4 | $8.14M | Buy |
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|
2022
Q3 | $5.96M | Buy |
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|
2022
Q2 | $6.13M | Buy |
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|
2022
Q1 | $6.36M | Buy |
|