Loudon Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Loudon Investment Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$819K	Sell
2025 Q1	$873K	Buy
2024 Q4	$847K	Buy
2024 Q3	$715K	Buy
2024 Q2	$595K	Buy
2024 Q1	$567K	Sell
2023 Q4	$540K	Buy
2020 Q1	–	Sell
2019 Q4	$217K	Buy