Keystone Financial Planning’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 | $168M | Sell |
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|
2025
Q2 | $168M | Buy |
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|
2025
Q1 | $153M | Buy |
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|
2024
Q4 | $147M | Sell |
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|
2024
Q3 | $157M | Buy |
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|
2024
Q2 | $137M | Buy |
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|
2024
Q1 | $123M | Sell |
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|
2023
Q4 | $126M | Sell |
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|
2023
Q3 | $119M | Buy |
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|
2023
Q2 | $122M | Buy |
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|
2023
Q1 | $108M | Buy |
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|
2022
Q4 | $105M | Buy |
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|
2022
Q3 | $81.1M | Buy |
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|
2022
Q2 | $75.4M | Buy |
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|
2022
Q1 | $81.3M | Buy |
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|
2021
Q4 | $81.4M | Sell |
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|
2021
Q3 | $83.1M | Sell |
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|
2021
Q2 | $91.4M | Buy |
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|
2021
Q1 | $86.1M | Buy |
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|
2020
Q4 | $72.1M | Buy |
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|
2020
Q3 | $51.1M | Buy |
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|
2020
Q2 | $13.8M | Sell |
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|
2020
Q1 | $19.5M | Buy |
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|
2019
Q4 | $11.8M | Buy |
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|
2019
Q3 | $10.6M | Buy |
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|
2019
Q2 | $8.79M | Buy |
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|
2019
Q1 | $7.88M | Buy |
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|
2018
Q4 | $6.99M | Buy |
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|
2018
Q3 | $7.7M | Buy |
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|
2018
Q2 | $7.02M | Buy |
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|
2018
Q1 | $6.88M | Sell |
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|
2017
Q4 | $7.2M | Buy |
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|
2017
Q3 | $6.58M | Buy |
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|
2017
Q2 | $6.23M | Buy |
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|
2017
Q1 | $6.08M | Buy |
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|
2016
Q4 | $5.9M | Buy |
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|
2016
Q3 | $5.7M | Buy |
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|
2016
Q2 | $5.53M | Buy |
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|
2016
Q1 | $5.21M | Buy |
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|
2015
Q4 | $4.95M | Sell |
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|
2015
Q3 | $4.62M | Buy |
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|
2015
Q2 | $4.84M | Buy |
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|
2015
Q1 | $4.72M | Buy |
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|
2014
Q4 | $4.77M | Sell |
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|
2014
Q3 | $4.62M | Buy |
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|
2014
Q2 | $4.45M | Buy |
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|
2014
Q1 | $4.19M | Buy |
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|
2013
Q4 | $4.06M | Buy |
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