J2 Capital 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
$331K Hold
2025
Q2
$321K Hold
2025
Q1
$339K Hold
2024
Q4
$331K Buy
2023
Q3
$286K Hold
2023
Q2
$293K Hold
2023
Q1
$295K Hold
2022
Q4
$305K Hold
2022
Q3
$268K Buy
2022
Q2
$287K Buy