Koesten Hirschmann & Crabtree’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 | $39.8K | Hold |
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|
2025
Q1 | $41.9K | Hold |
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|
2024
Q4 | $41K | Hold |
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|
2024
Q3 | $42.3K | Hold |
|
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|
2024
Q2 | $40.3K | Hold |
|
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|
2024
Q1 | $40.3K | Hold |
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|
2023
Q4 | $38.1K | Hold |
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|
2023
Q3 | $35.4K | Hold |
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|
2023
Q2 | $36.3K | Hold |
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|
2023
Q1 | $36.6K | Hold |
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|
2022
Q4 | $37.8K | Buy |
|