KTM
Keeler Thomas Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,738
| Closed | -$512K | – | 83 |
|
|
2024
Q4 | $512K | Buy |
18,738
+11,119
| +146% | +$304K | 0.18% | 59 |
|
|
2024
Q3 | $644K | Sell |
7,619
-477
| -6% | -$40.3K | 0.2% | 59 |
|
|
2024
Q2 | $630K | Sell |
8,096
-807
| -9% | -$62.8K | 0.21% | 57 |
|
|
2024
Q1 | $718K | Sell |
8,903
-8,043
| -47% | -$649K | 0.25% | 57 |
|
|
2023
Q4 | $1.29M | Sell |
16,946
-8,231
| -33% | -$627K | 0.51% | 51 |
|
|
2023
Q3 | $1.79M | Buy |
25,177
+454
| +2% | +$32.2K | 0.66% | 46 |
|
|
2023
Q2 | $1.74M | Buy |
24,723
+3,331
| +16% | +$235K | 0.7% | 42 |
|
|
2023
Q1 | $1.57M | Buy |
+21,392
| New | +$1.57M | 0.74% | 43 |
|