Leisure Capital Management’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 | $477K | Sell |
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|
2025
Q2 | $482K | Buy |
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|
2025
Q1 | $481K | Buy |
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|
2024
Q4 | $462K | Buy |
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|
2024
Q3 | $317K | Buy |
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|
2024
Q2 | $288K | Buy |
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|
2024
Q1 | $295K | Sell |
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|
2023
Q4 | $283K | Sell |
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|
2023
Q3 | $266K | Buy |
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|
2023
Q2 | $273K | Buy |
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|
2023
Q1 | $261K | Sell |
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|
2022
Q4 | $298K | Buy |
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|
2022
Q3 | $256K | Sell |
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|
2022
Q2 | $278K | Buy |
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|
2022
Q1 | $301K | Sell |
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|
2021
Q4 | $1.11M | Sell |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $1.44M | Sell |
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|
2021
Q1 | $1.41M | Buy |
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|
2020
Q4 | $714K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $214K | Sell |
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|
2017
Q3 | $210K | Hold |
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|
2017
Q2 | $202K | Hold |
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|
2017
Q1 | $200K | Buy |
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