Howard Financial 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 | $54.3M | Sell |
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|
2025
Q2 | $53.8M | Sell |
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|
2025
Q1 | $58M | Buy |
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|
2024
Q4 | $55.2M | Buy |
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|
2024
Q3 | $55.6M | Buy |
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|
2024
Q2 | $48.9M | Buy |
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|
2024
Q1 | $48.6M | Sell |
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|
2023
Q4 | $46.3M | Sell |
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|
2023
Q3 | $43.7M | Buy |
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|
2023
Q2 | $44M | Sell |
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|
2023
Q1 | $45.6M | Sell |
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|
2022
Q4 | $47.5M | Buy |
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|
2022
Q3 | $40.4M | Sell |
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|
2022
Q2 | $44.2M | Buy |
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|
2022
Q1 | $47.8M | Buy |
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|
2021
Q4 | $43.7M | Buy |
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|
2021
Q3 | $37.3M | Buy |
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|
2021
Q2 | $36.1M | Buy |
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|
2021
Q1 | $32M | Buy |
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|
2020
Q4 | $25.1M | Buy |
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|
2020
Q3 | $20.4M | Buy |
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|
2020
Q2 | $19M | Sell |
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|
2020
Q1 | $17M | Buy |
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|
2019
Q4 | $15.7M | Buy |
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|
2019
Q3 | $11.5M | Buy |
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|
2019
Q2 | $7.43M | Buy |
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|
2019
Q1 | $4.72M | Buy |
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|
2018
Q4 | $3.35M | Buy |
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