Keeler Thomas 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
Q1
Sell
2024
Q4
$512K Sell
2024
Q3
$644K Sell
2024
Q2
$630K Sell
2024
Q1
$718K Sell
2023
Q4
$1.29M Sell
2023
Q3
$1.79M Buy
2023
Q2
$1.74M Buy
2023
Q1
$1.57M Buy