KCM Investment Advisors’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 | $5.11M | Sell |
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|
2025
Q2 | $5.03M | Sell |
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|
2025
Q1 | $5.44M | Sell |
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|
2024
Q4 | $5.49M | Sell |
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|
2024
Q3 | $5.85M | Buy |
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|
2024
Q2 | $5.35M | Buy |
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|
2024
Q1 | $5.22M | Sell |
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|
2023
Q4 | $5.04M | Sell |
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|
2023
Q3 | $6.74M | Sell |
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|
2023
Q2 | $6.95M | Sell |
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|
2023
Q1 | $7.32M | Buy |
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|
2022
Q4 | $7.29M | Buy |
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|
2022
Q3 | $6.06M | Buy |
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|
2022
Q2 | $5.96M | Buy |
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|
2022
Q1 | $6.2M | Buy |
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|
2021
Q4 | $4.74M | Sell |
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|
2021
Q3 | $4.46M | Buy |
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|
2021
Q2 | $4.53M | Buy |
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|
2021
Q1 | $3.9M | Sell |
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|
2020
Q4 | $3.58M | Sell |
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|
2020
Q3 | $3.36M | Sell |
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|
2020
Q2 | $4.38M | Sell |
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|
2020
Q1 | $4.26M | Sell |
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|
2019
Q4 | $10.7M | Buy |
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|
2019
Q3 | $10.1M | Buy |
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|
2019
Q2 | $9.71M | Sell |
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|
2019
Q1 | $9.6M | Buy |
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|
2018
Q4 | $4.67M | Sell |
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|
2018
Q3 | $5.38M | Sell |
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|
2018
Q2 | $5.12M | Sell |
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|
2018
Q1 | $8.25M | Sell |
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|
2017
Q4 | $9.12M | Buy |
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|
2017
Q3 | $8.08M | Buy |
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|
2017
Q2 | $7.63M | Buy |
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|
2017
Q1 | $7.5M | Buy |
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|
2016
Q4 | $7.17M | Buy |
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|
2016
Q3 | $5.53M | Buy |
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|
2016
Q2 | $5.38M | Buy |
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|
2016
Q1 | $5.1M | Buy |
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|
2015
Q4 | $4.74M | Buy |
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|
2015
Q3 | $931K | Sell |
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|
2015
Q2 | $1.05M | Buy |
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|
2015
Q1 | $1M | Buy |
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|
2014
Q4 | $1.01M | Buy |
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|
2014
Q3 | $755K | Sell |
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|
2014
Q2 | $778K | Buy |
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|
2014
Q1 | $390K | Buy |
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