Jackson Grant Investment Advisers’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
Q2 | $20K | Buy |
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|
2025
Q1 | $20.9K | Buy |
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|
2024
Q4 | $20.3K | Buy |
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|
2024
Q3 | $20.7K | Buy |
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|
2024
Q2 | $18.9K | Buy |
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|
2024
Q1 | $19.4K | Buy |
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|
2023
Q4 | $18.1K | Buy |
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|
2023
Q3 | $16.7K | Buy |
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|
2023
Q2 | $17K | Buy |
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|
2023
Q1 | $16.9K | Buy |
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|
2022
Q4 | $17.3K | Buy |
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|
2022
Q3 | $15K | Buy |
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|
2022
Q2 | $16K | Buy |
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|
2022
Q1 | $18K | Buy |
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|
2021
Q4 | $18K | Buy |
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|
2021
Q3 | $16K | Buy |
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|
2021
Q2 | $17K | Buy |
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|
2021
Q1 | $16K | Buy |
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|
2020
Q4 | $14K | Buy |
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|
2020
Q3 | $12K | Buy |
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|
2020
Q2 | $11K | Buy |
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|
2020
Q1 | $9K | Buy |
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|
2019
Q4 | $12K | Buy |
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|
2019
Q3 | $11K | Buy |
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|
2019
Q2 | $11K | Hold |
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|
2019
Q1 | $11K | Buy |
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|
2018
Q4 | $9K | Buy |
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|
2018
Q3 | $10K | Buy |
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|
2018
Q2 | $10K | Hold |
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|
2018
Q1 | $10K | Buy |
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|
2017
Q4 | $10K | Buy |
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|
2017
Q3 | $9K | Buy |
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|
2017
Q2 | $9K | Buy |
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