Krilogy Financial’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 | $2.24M | Buy |
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|
2025
Q2 | $2.19M | Sell |
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|
2025
Q1 | $2.32M | Sell |
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|
2024
Q4 | $2.71M | Buy |
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|
2024
Q3 | $2.38M | Buy |
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|
2024
Q2 | $1.97M | Sell |
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|
2024
Q1 | $2.52M | Sell |
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|
2023
Q4 | $2.4M | Sell |
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|
2023
Q3 | $2.46M | Sell |
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|
2023
Q2 | $4.35M | Buy |
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|
2023
Q1 | $3.11M | Buy |
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|
2022
Q4 | $3.16M | Buy |
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|
2022
Q3 | $1.08M | Buy |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $1.09M | Buy |
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|
2020
Q4 | $961K | Buy |
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|
2020
Q3 | $557K | Buy |
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|
2020
Q2 | $491K | Sell |
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|
2020
Q1 | $460K | Buy |
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|
2019
Q4 | $218K | Buy |
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|
2019
Q3 | $205K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $186K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $202K | Buy |
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|
2017
Q4 | $208K | Buy |
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|
2017
Q3 | $185K | Sell |
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|
2017
Q2 | $309K | Sell |
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|
2017
Q1 | $320K | Hold |
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|
2016
Q4 | $320K | Sell |
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|
2016
Q3 | $331K | Sell |
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|
2016
Q2 | $348K | Buy |
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|
2016
Q1 | $271K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $201K | Buy |
|