Lederer & Associates Investment Counsel’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 | $653K | Sell |
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|
2025
Q2 | $667K | Buy |
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|
2025
Q1 | $693K | Sell |
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|
2024
Q4 | $695K | Hold |
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|
2024
Q3 | $717K | Hold |
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|
2024
Q2 | $660K | Hold |
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|
2024
Q1 | $684K | Hold |
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|
2023
Q4 | $646K | Hold |
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|
2023
Q3 | $600K | Hold |
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|
2023
Q2 | $616K | Hold |
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|
2023
Q1 | $621K | Sell |
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|
2022
Q4 | $643K | Buy |
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|
2022
Q3 | $564K | Hold |
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|
2022
Q2 | $608K | Buy |
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|
2022
Q1 | $466K | Hold |
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|
2021
Q4 | $478K | Buy |
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|
2021
Q3 | $432K | Hold |
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|
2021
Q2 | $440K | Sell |
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|
2021
Q1 | $429K | Sell |
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|
2020
Q4 | $407K | Sell |
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|
2020
Q3 | $366K | Sell |
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|
2020
Q2 | $632K | Sell |
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|
2020
Q1 | $576K | Sell |
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|
2019
Q4 | $788K | Buy |
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|
2019
Q3 | $394K | Buy |
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|
2019
Q2 | $328K | Sell |
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|
2019
Q1 | $324K | Buy |
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|
2018
Q4 | $286K | Buy |
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|
2018
Q3 | $321K | Buy |
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|
2018
Q2 | $297K | Buy |
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|
2018
Q1 | $286K | Sell |
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|
2017
Q4 | $301K | Buy |
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