JHCP
Jackson Hole Capital Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Hold |
10,362
| – | – | 0.05% | 179 |
|
|
2025
Q1 | $290K | Hold |
10,362
| – | – | 0.06% | 172 |
|
|
2024
Q4 | $283K | Buy |
10,362
+6,908
| +200% | +$189K | 0.06% | 179 |
|
|
2024
Q3 | $292K | Hold |
3,454
| – | – | 0.06% | 168 |
|
|
2024
Q2 | $269K | Hold |
3,454
| – | – | 0.06% | 175 |
|
|
2024
Q1 | $278K | Sell |
3,454
-1,116
| -24% | -$90K | 0.06% | 174 |
|
|
2023
Q4 | $348K | Buy |
+4,570
| New | +$348K | 0.09% | 156 |
|