Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2024
         Q4  | $33K | Sell | 
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| 
        
          
      
        2024
         Q3  | $9.2M | Buy | 
         | 
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| 
        
          
      
        2024
         Q2  | $8.21M | Buy | 
         | 
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| 
        
          
      
        2024
         Q1  | $7.97M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $7.33M | Buy | 
         | 
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| 
        
          
      
        2023
         Q3  | $6.61M | Buy | 
         | 
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| 
        
          
      
        2023
         Q1  | $4.98M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | – | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $3.94M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $3.91M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $3.92M | Buy | 
         | 
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| 
        
          
      
        2021
         Q4  | $3.16M | Buy | 
         |