Lowe Brockenbrough & Co’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 | $384K | Sell |
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|
2025
Q2 | $682K | Hold |
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|
2025
Q1 | $719K | Buy |
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|
2024
Q4 | $698K | Sell |
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|
2024
Q3 | $761K | Sell |
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|
2024
Q2 | $758K | Hold |
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|
2024
Q1 | $777K | Sell |
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|
2023
Q4 | $740K | Buy |
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|
2023
Q3 | $492K | Hold |
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|
2023
Q2 | $505K | Sell |
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|
2023
Q1 | $528K | Hold |
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|
2022
Q4 | $545K | Buy |
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|
2022
Q3 | $462K | Sell |
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|
2022
Q2 | $695K | Buy |
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|
2022
Q1 | $549K | Buy |
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|
2021
Q4 | $400K | Hold |
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|
2021
Q3 | $368K | Buy |
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|
2021
Q2 | $370K | Buy |
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|
2021
Q1 | $349K | Buy |
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|
2020
Q4 | $302K | Buy |
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|
2020
Q3 | $248K | Hold |
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|
2020
Q2 | $232K | Sell |
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|
2020
Q1 | $211K | Hold |
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|
2019
Q4 | $272K | Hold |
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|
2019
Q3 | $257K | Hold |
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|
2019
Q2 | $249K | Hold |
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|
2019
Q1 | $245K | Hold |
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|
2018
Q4 | $220K | Buy |
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|
2018
Q3 | $219K | Hold |
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|
2018
Q2 | $204K | Hold |
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|
2018
Q1 | $203K | Hold |
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|
2017
Q4 | $212K | Sell |
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|
2017
Q3 | $295K | Sell |
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|
2017
Q2 | $530K | Hold |
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|
2017
Q1 | $524K | Buy |
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|
2016
Q4 | $332K | Buy |
|