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
2024
Q3
$9.2M Buy
2024
Q2
$8.21M Buy
2024
Q1
$7.97M Buy
2023
Q4
$7.33M Buy
2023
Q3
$6.61M Buy
2023
Q1
$4.98M Buy
2022
Q4
Sell
2022
Q3
$3.94M Buy
2022
Q2
$3.91M Buy
2022
Q1
$3.92M Buy
2021
Q4
$3.16M Buy