Ironwood Investment Counsel’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 | $1.9M | Buy |
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|
2025
Q2 | $981K | Sell |
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|
2025
Q1 | $1.58M | Buy |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $1.44M | Sell |
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|
2024
Q2 | $1.34M | Buy |
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|
2024
Q1 | $760K | Buy |
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|
2023
Q4 | $402K | Sell |
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|
2023
Q3 | $389K | Sell |
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|
2023
Q2 | $404K | Sell |
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|
2023
Q1 | $413K | Sell |
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|
2022
Q4 | $479K | Sell |
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|
2022
Q3 | $485K | Buy |
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|
2022
Q2 | $465K | Sell |
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|
2022
Q1 | $564K | Buy |
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|
2021
Q4 | $459K | Sell |
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|
2021
Q3 | $440K | Buy |
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|
2021
Q2 | $346K | Sell |
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|
2021
Q1 | $354K | Sell |
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|
2020
Q4 | $378K | Sell |
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|
2020
Q3 | $352K | Buy |
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|
2020
Q2 | $219K | Sell |
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|
2020
Q1 | $230K | Buy |
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|
2019
Q4 | $249K | Sell |
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|
2019
Q3 | $260K | Sell |
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|
2019
Q2 | $290K | Buy |
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|
2019
Q1 | $206K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $282K | Hold |
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|
2018
Q2 | $263K | Hold |
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|
2018
Q1 | $261K | Sell |
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|
2017
Q4 | $288K | Sell |
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|
2017
Q3 | $299K | Hold |
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|
2017
Q2 | $285K | Hold |
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|
2017
Q1 | $285K | Hold |
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|
2016
Q4 | $279K | Sell |
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|
2016
Q3 | $419K | Buy |
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|
2016
Q2 | $285K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $242K | Sell |
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|
2015
Q2 | $263K | Hold |
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|
2015
Q1 | $271K | Buy |
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|
2014
Q4 | $267K | Buy |
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