Koshinski Asset 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
Q2 | $15.3M | Buy |
577,002
+68,493
| +13% | +$1.82M | 1.15% | 17 |
|
|
2025
Q1 | $14.2M | Sell |
508,509
-150,316
| -23% | -$4.2M | 1.21% | 14 |
|
|
2024
Q4 | $18B | Buy |
658,825
+413,842
| +169% | +$11.3B | 1.54% | 8 |
|
|
2024
Q3 | $20.7M | Buy |
244,983
+2,191
| +0.9% | +$185K | 1.79% | 6 |
|
|
2024
Q2 | $18.7M | Sell |
242,792
-32,926
| -12% | -$2.54M | 1.74% | 6 |
|
|
2024
Q1 | $22.2M | Sell |
275,718
-14,111
| -5% | -$1.14M | 2.28% | 5 |
|
|
2023
Q4 | $22.1M | Sell |
289,829
-2,787
| -1% | -$212K | 3.35% | 2 |
|
|
2023
Q3 | $20.7M | Sell |
292,616
-4,826
| -2% | -$341K | 2.38% | 5 |
|
|
2023
Q2 | $21.6M | Sell |
297,442
-65,443
| -18% | -$4.75M | 2.31% | 5 |
|
|
2023
Q1 | $26.5M | Buy |
362,885
+33,706
| +10% | +$2.47M | 2.59% | 4 |
|
|
2022
Q4 | $24.9M | Buy |
329,179
+7,781
| +2% | +$588K | 2.41% | 4 |
|
|
2022
Q3 | $21.4M | Buy |
321,398
+18,435
| +6% | +$1.22M | 2.55% | 3 |
|
|
2022
Q2 | $21.7M | Buy |
302,963
+11,467
| +4% | +$821K | 2.16% | 4 |
|
|
2022
Q1 | $23M | Sell |
291,496
-5,002
| -2% | -$395K | 1.89% | 5 |
|
|
2021
Q4 | $24M | Buy |
296,498
+29,388
| +11% | +$2.38M | 1.94% | 4 |
|
|
2021
Q3 | $19.8M | Buy |
267,110
+83,575
| +46% | +$6.2M | 1.72% | 5 |
|
|
2021
Q2 | $13.9M | Sell |
183,535
-56,415
| -24% | -$4.27M | 1.75% | 6 |
|
|
2021
Q1 | $17.5M | Buy |
239,950
+58,337
| +32% | +$4.25M | 1.85% | 5 |
|
|
2020
Q4 | $11.6M | Buy |
181,613
+3,144
| +2% | +$202K | 1.48% | 9 |
|
|
2020
Q3 | $10.5K | Buy |
178,469
+9,008
| +5% | +$530 | 1.41% | 10 |
|
|
2020
Q2 | $8.77M | Buy |
169,461
+22,340
| +15% | +$1.16M | 1.42% | 7 |
|
|
2020
Q1 | $6.62M | Buy |
147,121
+20,761
| +16% | +$934K | 1.39% | 6 |
|
|
2019
Q4 | $7.3M | Buy |
126,360
+48,847
| +63% | +$2.82M | 1.26% | 2 |
|
|
2019
Q3 | $4.25M | Buy |
77,513
+7,018
| +10% | +$384K | 2.95% | 2 |
|
|
2019
Q2 | $3.74M | Buy |
70,495
+6,567
| +10% | +$348K | 1.52% | 10 |
|
|
2019
Q1 | $3.34K | Buy |
+63,928
| New | +$3.34K | 0.9% | 18 |
|
|
2018
Q4 | – | Sell |
-98,452
| Closed | -$5.22M | – | 494 |
|
|
2018
Q3 | $5.22M | Buy |
98,452
+68,471
| +228% | +$3.63M | 0.74% | 20 |
|
|
2018
Q2 | $1.48M | Buy |
29,981
+358
| +1% | +$17.6K | 0.45% | 65 |
|
|
2018
Q1 | $1.45M | Sell |
29,623
-726
| -2% | -$35.6K | 0.45% | 65 |
|
|
2017
Q4 | $1.55M | Sell |
30,349
-16,268
| -35% | -$832K | 0.39% | 77 |
|
|
2017
Q3 | $2.18M | Buy |
46,617
+1,785
| +4% | +$83.6K | 0.72% | 23 |
|
|
2017
Q2 | $2.02M | Buy |
44,832
+2,219
| +5% | +$100K | 0.74% | 24 |
|
|
2017
Q1 | $1.9M | Buy |
42,613
+4,984
| +13% | +$222K | 0.74% | 31 |
|
|
2016
Q4 | $1.64M | Sell |
37,629
-162
| -0.4% | -$7.06K | 0.81% | 26 |
|
|
2016
Q3 | $1.6M | Buy |
37,791
+2,588
| +7% | +$110K | 0.79% | 27 |
|
|
2016
Q2 | $1.46M | Buy |
35,203
+2,359
| +7% | +$97.8K | 0.8% | 29 |
|
|
2016
Q1 | $1.32M | Buy |
32,844
+1,239
| +4% | +$49.7K | 0.85% | 25 |
|
|
2015
Q4 | $1.22M | Buy |
31,605
+532
| +2% | +$20.5K | 0.85% | 27 |
|
|
2015
Q3 | $1.19M | Sell |
31,073
-1,600
| -5% | -$61.3K | 0.76% | 31 |
|
|
2015
Q2 | $1.25M | Buy |
32,673
+2,644
| +9% | +$101K | 0.79% | 29 |
|
|
2015
Q1 | $1.18M | Buy |
30,029
+1,889
| +7% | +$74.4K | 0.77% | 33 |
|
|
2014
Q4 | $1.12M | Buy |
+28,140
| New | +$1.12M | 0.64% | 41 |
|