Juncture Wealth Strategies’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 | $9.98M | Buy |
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|
2025
Q2 | $9.59M | Buy |
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|
2025
Q1 | $9.97M | Buy |
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|
2024
Q4 | $9.7M | Buy |
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|
2024
Q3 | $9.25M | Buy |
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|
2024
Q2 | $8.22M | Buy |
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|
2024
Q1 | $7.84M | Buy |
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|
2023
Q4 | $7.32M | Buy |
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|
2023
Q3 | $6.7M | Sell |
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|
2023
Q2 | $6.93M | Buy |
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|
2023
Q1 | $6.92M | Buy |
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|
2022
Q4 | $5.65M | Sell |
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|
2022
Q3 | $6.5M | Buy |
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|
2022
Q2 | $6.76M | Buy |
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|
2022
Q1 | $7.31M | Sell |
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|
2021
Q4 | $7.52M | Buy |
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|
2021
Q3 | $6.56M | Buy |
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|
2021
Q2 | $6.52M | Sell |
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|
2021
Q1 | $6.27M | Buy |
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|
2020
Q4 | $4.94M | Buy |
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|
2020
Q3 | $4.15M | Buy |
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|
2020
Q2 | $3.57M | Sell |
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|
2020
Q1 | $3.37M | Buy |
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|
2019
Q4 | $3.08M | Buy |
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|
2019
Q3 | $2.43M | Buy |
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|
2019
Q2 | $2.14M | Sell |
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|
2019
Q1 | $2.2M | Sell |
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|
2018
Q4 | $2.08M | Sell |
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|
2018
Q3 | $2.67M | Buy |
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|
2018
Q2 | $2.08M | Sell |
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|
2018
Q1 | $2.11M | Sell |
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|
2017
Q4 | $2.27M | Buy |
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|
2017
Q3 | $2.07M | Sell |
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|
2017
Q2 | $2.03M | Buy |
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|
2017
Q1 | $1.99M | Buy |
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|
2016
Q4 | $1.84M | Sell |
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|
2016
Q3 | $1.8M | Buy |
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|
2016
Q2 | $1.68M | Buy |
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|
2016
Q1 | $1.6M | Buy |
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|
2015
Q4 | $1.27M | Buy |
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|
2015
Q3 | $893K | Buy |
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|
2015
Q2 | $534K | Buy |
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|
2015
Q1 | $500K | Sell |
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|
2014
Q4 | $918K | Buy |
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