Horizon Investment Services’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 | $329K | Sell |
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|
2025
Q2 | $337K | Sell |
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|
2025
Q1 | $546K | Sell |
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|
2024
Q4 | $544K | Sell |
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|
2024
Q3 | $662K | Buy |
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|
2024
Q2 | $609K | Sell |
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|
2024
Q1 | $682K | Sell |
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|
2023
Q4 | $646K | Sell |
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|
2023
Q3 | $617K | Buy |
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|
2023
Q2 | $618K | Sell |
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|
2023
Q1 | $624K | Buy |
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|
2022
Q4 | $641K | Sell |
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|
2022
Q3 | $566K | Buy |
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|
2022
Q2 | $508K | Buy |
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|
2022
Q1 | $539K | Buy |
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|
2021
Q4 | $365K | Buy |
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|
2021
Q3 | $318K | Buy |
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|
2021
Q2 | $273K | Buy |
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