Ken Fisher’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
Q2 | $1.88M | Buy |
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|
2025
Q1 | $1.82M | Buy |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $1.43M | Buy |
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|
2024
Q1 | $1.29M | Buy |
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|
2023
Q4 | $979K | Sell |
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|
2023
Q3 | $1.26M | Buy |
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|
2023
Q2 | $897K | Sell |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $787K | Buy |
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|
2022
Q2 | $712K | Sell |
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|
2022
Q1 | $897K | Buy |
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|
2021
Q4 | $852K | Sell |
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|
2021
Q3 | $875K | Buy |
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|
2021
Q2 | $810K | Sell |
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|
2021
Q1 | $1.06M | Buy |
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|
2020
Q4 | $669K | Sell |
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|
2020
Q3 | $652K | Sell |
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|
2020
Q2 | $1.08M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $247K | Buy |
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