IHT Wealth Management’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 | $8.89M | Sell |
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|
2025
Q2 | $13.7M | Sell |
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|
2025
Q1 | $14.7M | Buy |
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|
2024
Q4 | $14.1M | Sell |
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|
2024
Q3 | $17.1M | Buy |
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|
2024
Q2 | $12.5M | Sell |
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|
2024
Q1 | $13.5M | Sell |
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|
2023
Q4 | $12.9M | Sell |
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|
2023
Q3 | $12.3M | Buy |
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|
2023
Q2 | $11.1M | Buy |
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|
2023
Q1 | $9.5M | Buy |
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|
2022
Q4 | $8.09M | Buy |
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|
2022
Q3 | $6.06M | Buy |
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|
2022
Q2 | $1.84M | Buy |
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|
2022
Q1 | $1.42M | Buy |
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|
2021
Q4 | $950K | Buy |
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|
2021
Q3 | $851K | Sell |
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|
2021
Q2 | $918K | Buy |
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|
2021
Q1 | $803K | Buy |
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|
2020
Q4 | $349K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $65K | Hold |
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|
2017
Q4 | $71K | Buy |
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|
2017
Q3 | $1K | Hold |
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|
2017
Q2 | $47 | Buy |
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