HeadInvest LLC’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 | $2.75M | Sell |
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|
2025
Q2 | $2.95M | Sell |
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|
2025
Q1 | $3.13M | Sell |
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|
2024
Q4 | $3.1M | Buy |
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|
2024
Q3 | $3.16M | Buy |
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|
2024
Q2 | $2.79M | Buy |
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|
2024
Q1 | $2.89M | Buy |
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|
2023
Q4 | $2.57M | Buy |
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|
2023
Q3 | $2.3M | Sell |
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|
2023
Q2 | $2.49M | Sell |
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|
2023
Q1 | $2.46M | Sell |
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|
2022
Q4 | $2.56M | Sell |
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|
2022
Q3 | $2.34M | Buy |
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|
2022
Q2 | $2.27M | Buy |
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|
2022
Q1 | $2.44M | Buy |
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|
2021
Q4 | $2.14M | Buy |
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|
2021
Q3 | $1.75M | Sell |
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|
2021
Q2 | $1.82M | Sell |
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|
2021
Q1 | $1.76M | Buy |
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|
2020
Q4 | $1.5M | Buy |
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|
2020
Q3 | $1.25M | Sell |
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|
2020
Q2 | $1.25M | Buy |
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|
2020
Q1 | $939K | Buy |
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|
2019
Q4 | $479K | Buy |
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|
2019
Q3 | $264K | Buy |
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