Johnson & White Wealth Management’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 | $8.43M | Buy |
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|
2025
Q2 | $7.75M | Buy |
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|
2025
Q1 | $7.73M | Buy |
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|
2024
Q4 | $6.98M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $5.99M | Buy |
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|
2023
Q4 | $5.29M | Sell |
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|
2023
Q3 | $5.79M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $6.06M | Buy |
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|
2022
Q4 | $2.03M | Sell |
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|
2022
Q3 | $4.91M | Buy |
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