Loudon Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $819K | Sell |
30,901
-315
| -1% | -$8.35K | 0.45% | 54 |
|
|
2025
Q1 | $873K | Buy |
31,216
+195
| +0.6% | +$5.45K | 0.5% | 51 |
|
|
2024
Q4 | $847K | Buy |
31,021
+5,635
| +22% | +$154K | 0.48% | 50 |
|
|
2024
Q3 | $715K | Buy |
25,386
+2,427
| +11% | +$68.4K | 0.39% | 56 |
|
|
2024
Q2 | $595K | Buy |
22,959
+1,845
| +9% | +$47.8K | 0.35% | 63 |
|
|
2024
Q1 | $567K | Sell |
21,114
-159
| -0.7% | -$4.27K | 0.33% | 66 |
|
|
2023
Q4 | $540K | Buy |
+21,273
| New | +$540K | 0.33% | 69 |
|
|
2020
Q1 | – | Sell |
-11,250
| Closed | -$217K | – | 85 |
|
|
2019
Q4 | $217K | Buy |
+11,250
| New | +$217K | 0.17% | 85 |
|