JNBA Financial Advisors’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 | $9.21M | Sell |
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|
2025
Q1 | $22.5M | Sell |
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|
2024
Q4 | $23.1M | Sell |
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|
2024
Q3 | $24M | Sell |
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|
2024
Q2 | $30M | Sell |
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|
2024
Q1 | $39.6M | Buy |
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|
2023
Q4 | $35.5M | Sell |
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|
2023
Q3 | $37M | Sell |
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|
2023
Q2 | $39.2M | Buy |
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|
2023
Q1 | $29.9M | Buy |
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|
2022
Q4 | $30.4M | Sell |
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|
2022
Q3 | $27.1M | Buy |
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|
2022
Q2 | $29.2M | Buy |
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|
2022
Q1 | $32.1M | Sell |
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|
2021
Q4 | $39.1M | Buy |
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|
2021
Q3 | $34.6M | Buy |
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|
2021
Q2 | $34.3M | Buy |
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|
2021
Q1 | $32.4M | Buy |
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|
2020
Q4 | $26.7M | Buy |
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|
2020
Q3 | $17.8M | Buy |
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|
2020
Q2 | $14.3M | Buy |
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|
2020
Q1 | $9.64M | Buy |
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|
2019
Q4 | $8.96M | Buy |
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|
2019
Q3 | $5.27M | Buy |
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|
2019
Q2 | $3.58M | Buy |
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|
2019
Q1 | $1.81M | Buy |
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|
2018
Q4 | $1.51M | Sell |
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|
2018
Q3 | $3.38M | Buy |
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|
2018
Q2 | $1.16M | Buy |
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|
2018
Q1 | $562K | Buy |
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|
2017
Q4 | $452K | Buy |
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|
2017
Q3 | $365K | Buy |
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|
2017
Q2 | $185K | Hold |
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|
2017
Q1 | $183K | Hold |
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|
2016
Q4 | $179K | Sell |
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|
2016
Q3 | $369K | Buy |
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|
2016
Q2 | $170K | Hold |
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|
2016
Q1 | $165K | Hold |
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|
2015
Q4 | $158K | Hold |
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|
2015
Q3 | $148K | Sell |
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|
2015
Q2 | $184K | Hold |
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|
2015
Q1 | $190K | Hold |
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|
2014
Q4 | $192K | Hold |
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|
2014
Q3 | $185K | Buy |
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