JT Stratford LLC’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 | $7.51M | Sell |
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|
2025
Q1 | $8.48M | Buy |
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|
2024
Q4 | $8M | Buy |
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|
2024
Q3 | $7.73M | Buy |
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|
2024
Q2 | $6.69M | Buy |
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|
2024
Q1 | $6.82M | Buy |
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|
2023
Q4 | $6.06M | Sell |
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|
2023
Q3 | $5.79M | Buy |
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|
2023
Q2 | $5.68M | Buy |
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|
2023
Q1 | $5.45M | Buy |
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|
2022
Q4 | $4.13M | Buy |
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|
2022
Q3 | $3.19M | Buy |
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|
2022
Q2 | $3.4M | Sell |
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|
2022
Q1 | $3.86M | Sell |
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|
2021
Q4 | $4.22M | Buy |
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|
2021
Q3 | $3.81M | Buy |
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|
2021
Q2 | $3.32M | Buy |
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|
2021
Q1 | $2.74M | Buy |
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|
2020
Q4 | $2.31M | Sell |
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|
2020
Q3 | $2.02M | Sell |
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|
2020
Q2 | $2.23M | Sell |
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|
2020
Q1 | $2.08M | Sell |
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|
2019
Q4 | $3.03M | Buy |
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|
2019
Q3 | $2.76M | Buy |
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|
2019
Q2 | $2.6M | Buy |
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|
2019
Q1 | $1.63M | Buy |
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|
2018
Q4 | $541K | Buy |
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|
2018
Q3 | $552K | Buy |
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|
2018
Q2 | $487K | Sell |
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|
2018
Q1 | $508K | Buy |
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|
2017
Q4 | $376K | Buy |
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|
2017
Q3 | $290K | Buy |
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|
2017
Q2 | $259K | Sell |
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|
2017
Q1 | $2.45M | Sell |
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|
2016
Q4 | $3.04M | Buy |
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