JB Capital’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 | $345K | Sell |
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|
2025
Q2 | $425K | Buy |
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|
2025
Q1 | $375K | Buy |
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|
2024
Q4 | $314K | Sell |
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|
2024
Q3 | $353K | Buy |
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|
2024
Q2 | $300K | Buy |
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|
2024
Q1 | $290K | Sell |
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|
2023
Q4 | $631K | Sell |
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|
2023
Q3 | $592K | Buy |
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|
2023
Q2 | $590K | Buy |
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|
2023
Q1 | $566K | Sell |
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|
2022
Q4 | $598K | Sell |
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|
2022
Q3 | $555K | Sell |
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|
2022
Q2 | $7.61M | Buy |
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|
2022
Q1 | $7.67M | Buy |
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|
2021
Q4 | $314K | Buy |
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|
2021
Q3 | $265K | Buy |
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