Jackson Grant Investment Advisers’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	$20K	Buy	755 +7	+0.9%	+$186	0.01%	232
2025 Q1	$20.9K	Buy	748 +7	+0.9%	+$196	0.01%	220
2024 Q4	$20.3K	Buy	741 +6	+0.8%	+$164	0.01%	226
2024 Q3	$20.7K	Buy	735 +6	+0.8%	+$169	0.01%	229
2024 Q2	$18.9K	Buy	729 +9	+1%	+$233	0.01%	235
2024 Q1	$19.4K	Buy	720 +6	+0.8%	+$161	0.01%	225
2023 Q4	$18.1K	Buy	714 +6	+0.8%	+$152	0.01%	224
2023 Q3	$16.7K	Buy	708 +6	+0.9%	+$141	0.01%	229
2023 Q2	$17K	Buy	702 +6	+0.9%	+$145	0.01%	233
2023 Q1	$16.9K	Buy	696 +6	+0.9%	+$146	0.01%	267
2022 Q4	$17.3K	Buy	690 +9	+1%	+$226	0.01%	266
2022 Q3	$15K	Buy	681 +6	+0.9%	+$132	0.01%	280
2022 Q2	$16K	Buy	675 +6	+0.9%	+$142	0.01%	289
2022 Q1	$18K	Buy	669 +3	+0.5%	+$81	0.01%	298
2021 Q4	$18K	Buy	666 +6	+0.9%	+$162	0.01%	247
2021 Q3	$16K	Buy	660 +6	+0.9%	+$145	0.01%	309
2021 Q2	$17K	Buy	654 +3	+0.5%	+$78	0.01%	319
2021 Q1	$16K	Buy	651 +6	+0.9%	+$147	0.01%	310
2020 Q4	$14K	Buy	645 +6	+0.9%	+$130	0.01%	294
2020 Q3	$12K	Buy	639 +6	+0.9%	+$113	0.01%	197
2020 Q2	$11K	Buy	633 +6	+1%	+$104	0.01%	196
2020 Q1	$9K	Buy	627 +6	+1%	+$86	0.01%	196
2019 Q4	$12K	Buy	621 +9	+1%	+$174	0.01%	200
2019 Q3	$11K	Buy	612 +6	+1%	+$108	0.01%	207
2019 Q2	$11K	Hold	606	–	–	0.01%	209
2019 Q1	$11K	Buy	606 +3	+0.5%	+$54	0.01%	206
2018 Q4	$9K	Buy	603 +9	+2%	+$134	0.01%	202
2018 Q3	$10K	Buy	594 +6	+1%	+$101	0.01%	192
2018 Q2	$10K	Hold	588	–	–	0.01%	201
2018 Q1	$10K	Buy	588 +3	+0.5%	+$51	0.01%	195
2017 Q4	$10K	Buy	585 +3	+0.5%	+$51	0.01%	195
2017 Q3	$9K	Buy	582 +6	+1%	+$93	0.01%	197
2017 Q2	$9K	Buy	+576	New	+$9K	0.01%	172