Kozak & Associates’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 | $31K | Buy |
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|
2025
Q1 | $5.04K | Sell |
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|
2024
Q4 | $10.5K | Sell |
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|
2024
Q3 | $19.6K | Buy |
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|
2024
Q2 | $7.86K | Hold |
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|
2024
Q1 | $8.13K | Buy |
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|
2023
Q4 | $7.63K | Hold |
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|
2023
Q3 | $7.02K | Hold |
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|
2023
Q2 | $7.36K | Hold |
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|
2023
Q1 | $7.37K | Hold |
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|
2022
Q4 | $8K | Hold |
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|
2022
Q3 | $7K | Buy |
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