HKIMG
Hutchens & Kramer Investment Management Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Sell |
12,226
-1,467
| -11% | -$39.7K | 0.15% | 102 |
|
|
2025
Q1 | $383K | Buy |
13,693
+465
| +4% | +$13K | 0.21% | 79 |
|
|
2024
Q4 | $361K | Buy |
13,228
+9,018
| +214% | +$246K | 0.2% | 86 |
|
|
2024
Q3 | $356K | Buy |
4,210
+742
| +21% | +$62.7K | 0.2% | 93 |
|
|
2024
Q2 | $268K | Hold |
3,468
| – | – | 0.15% | 113 |
|
|
2024
Q1 | $278K | Buy |
3,468
+48
| +1% | +$3.85K | 0.16% | 110 |
|
|
2023
Q4 | $260K | Buy |
+3,420
| New | +$260K | 0.18% | 95 |
|