Hengehold Capital 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 | $25.3M | Buy |
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|
2025
Q1 | $25.5M | Buy |
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|
2024
Q4 | $21.6M | Sell |
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|
2024
Q3 | $22.6M | Buy |
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|
2024
Q2 | $20.8M | Sell |
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|
2024
Q1 | $28.8M | Buy |
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|
2023
Q4 | $27M | Buy |
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|
2023
Q3 | $25M | Buy |
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|
2023
Q2 | $20.2M | Sell |
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|
2023
Q1 | $20.5M | Sell |
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|
2022
Q4 | $22.2M | Sell |
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|
2022
Q3 | $19.6M | Buy |
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|
2022
Q2 | $21M | Sell |
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|
2022
Q1 | $23.2M | Sell |
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|
2021
Q4 | $24M | Sell |
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|
2021
Q3 | $22.1M | Buy |
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|
2021
Q2 | $22.3M | Sell |
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|
2021
Q1 | $22M | Sell |
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|
2020
Q4 | $19.4M | Sell |
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|
2020
Q3 | $17M | Buy |
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|
2020
Q2 | $14.2M | Buy |
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|
2020
Q1 | $11.9M | Sell |
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|
2019
Q4 | $20.1M | Sell |
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|
2019
Q3 | $20.1M | Buy |
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|
2019
Q2 | $9.71M | Sell |
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|
2019
Q1 | $9.68M | Buy |
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|
2018
Q4 | $8.64M | Sell |
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|
2018
Q3 | $9.81M | Buy |
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|
2018
Q2 | $9.02M | Buy |
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|
2018
Q1 | $8.74M | Sell |
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|
2017
Q4 | $9.21M | Sell |
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|
2017
Q3 | $8.54M | Buy |
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|
2017
Q2 | $7.67M | Buy |
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|
2017
Q1 | $7.53M | Buy |
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|
2016
Q4 | $7.26M | Sell |
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|
2016
Q3 | $7.21M | Sell |
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|
2016
Q2 | $22.7M | Sell |
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|
2016
Q1 | $23.5M | Buy |
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|
2015
Q4 | $17M | Buy |
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|
2015
Q3 | $9.02M | Sell |
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|
2015
Q2 | $10.1M | Sell |
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|
2015
Q1 | $11.3M | Buy |
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|
2014
Q4 | $11.2M | Sell |
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|
2014
Q3 | $11.2M | Buy |
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|
2014
Q2 | $9.86M | Buy |
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|
2014
Q1 | $8.77M | Buy |
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|
2013
Q4 | $8.72M | Sell |
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|
2013
Q3 | $10.4M | Buy |
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|
2013
Q2 | $8.54M | Buy |
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