KHC
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Koesten Hirschmann & Crabtree’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$39.8K Hold
1,500
0.02% 92
2025
Q1
$41.9K Hold
1,500
0.02% 90
2024
Q4
$41K Buy
1,500
+1,000
+200% +$27.3K 0.02% 88
2024
Q3
$42.3K Hold
500
0.02% 86
2024
Q2
$40.3K Hold
500
0.03% 96
2024
Q1
$40.3K Hold
500
0.03% 96
2023
Q4
$38.1K Hold
500
0.03% 81
2023
Q3
$35.4K Hold
500
0.03% 67
2023
Q2
$36.3K Hold
500
0.03% 72
2023
Q1
$36.6K Hold
500
0.03% 77
2022
Q4
$37.8K Buy
+500
New +$37.8K 0.03% 73