Indiana Trust & Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.3K | Hold |
1,747
| – | – | 0.02% | 296 |
|
|
2025
Q1 | $48.8K | Hold |
1,747
| – | – | 0.02% | 292 |
|
|
2024
Q4 | $47.7K | Sell |
1,747
-1,040
| -37% | -$28.4K | 0.02% | 292 |
|
|
2024
Q3 | $78.5K | Hold |
2,787
| – | – | 0.03% | 253 |
|
|
2024
Q2 | $72.2K | Hold |
2,787
| – | – | 0.03% | 252 |
|
|
2024
Q1 | $74.9K | Hold |
2,787
| – | – | 0.03% | 249 |
|
|
2023
Q4 | $70.7K | Hold |
2,787
| – | – | 0.03% | 235 |
|
|
2023
Q3 | $65.7K | Buy |
+2,787
| New | +$65.7K | 0.03% | 232 |
|