Keeler & Nadler Financial Planning & Wealth Management’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
Q4 | $4.39M | Buy |
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|
2025
Q3 | $4.12M | Buy |
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|
2025
Q2 | $3.74M | Buy |
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|
2025
Q1 | $2.72M | Buy |
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|
2024
Q4 | $2.64M | Buy |
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|
2024
Q3 | $2.69M | Sell |
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|
2024
Q2 | $2.5M | Buy |
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|
2024
Q1 | $2.42M | Sell |
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|
2023
Q4 | $2.38M | Buy |
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|
2022
Q4 | $2.49M | Buy |
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|
2021
Q4 | $1.33M | Buy |
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