Kavar Capital Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $441K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $1.02M | Buy |
|
|||||
|
2022
Q3 | $874K | Sell |
|
|||||
|
2022
Q2 | $944K | Hold |
|
|||||
|
2022
Q1 | $1.04M | Hold |
|
|||||
|
2021
Q4 | $1.06M | Hold |
|
|||||
|
2021
Q3 | $978K | Hold |
|
|||||
|
2021
Q2 | $996K | Buy |
|
|||||
|
2021
Q1 | $961K | Buy |
|
|||||
|
2020
Q4 | $832K | Sell |
|
|||||
|
2020
Q3 | $722K | Sell |
|
|||||
|
2020
Q2 | $679K | Sell |
|
|||||
|
2020
Q1 | $594K | Buy |
|
|||||
|
2019
Q4 | $626K | Sell |
|
|||||
|
2019
Q3 | $592K | Hold |
|
|||||
|
2019
Q2 | $574K | Buy |
|
|||||
|
2019
Q1 | $415K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $100K | Hold |
|
|||||
|
2018
Q1 | $99K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $59K | Sell |
|
|||||
|
2015
Q3 | $58K | Hold |
|
|||||
|
2015
Q2 | $62K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $73K | Buy |
|
|||||
|
2013
Q4 | $61K | Buy |
|