Joule Financial’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 | $21.9M | Buy |
|
|||||
|
2025
Q2 | $20.4M | Buy |
|
|||||
|
2025
Q1 | $20.9M | Buy |
|
|||||
|
2024
Q4 | $20M | Buy |
|
|||||
|
2024
Q3 | $19.5M | Buy |
|
|||||
|
2024
Q2 | $14.8M | Buy |
|
|||||
|
2024
Q1 | $14.7M | Buy |
|
|||||
|
2023
Q4 | $10.1M | Buy |
|
|||||
|
2023
Q3 | $9.34M | Buy |
|
|||||
|
2023
Q2 | $9.28M | Buy |
|
|||||
|
2023
Q1 | $9.09M | Buy |
|
|||||
|
2022
Q4 | $9.27M | Buy |
|
|||||
|
2022
Q3 | $7.63M | Buy |
|
|||||
|
2022
Q2 | $5.13M | Buy |
|