Maple Capital 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 | $1.75M | Sell |
65,950
-1,436
| -2% | -$38.1K | 0.12% | 44 |
|
2025
Q1 | $1.88M | Buy |
67,386
+5,685
| +9% | +$159K | 0.15% | 44 |
|
2024
Q4 | $1.69M | Buy |
61,701
+3,060
| +5% | +$83.6K | 0.12% | 47 |
|
2024
Q3 | $1.65M | Buy |
58,641
+792
| +1% | +$22.3K | 0.13% | 45 |
|
2024
Q2 | $1.5M | Sell |
57,849
-5,046
| -8% | -$131K | 0.12% | 47 |
|
2024
Q1 | $1.69M | Sell |
62,895
-10,809
| -15% | -$291K | 0.15% | 42 |
|
2023
Q4 | $1.87M | Sell |
73,704
-4,524
| -6% | -$115K | 0.19% | 37 |
|
2023
Q3 | $1.85M | Buy |
78,228
+2,895
| +4% | +$68.3K | 0.21% | 40 |
|
2023
Q2 | $1.82M | Sell |
75,333
-1,839
| -2% | -$44.5K | 0.2% | 41 |
|
2023
Q1 | $1.88M | Sell |
77,172
-3,024
| -4% | -$73.7K | 0.23% | 40 |
|
2022
Q4 | $2.02M | Buy |
80,196
+1,353
| +2% | +$34.1K | 0.27% | 39 |
|
2022
Q3 | $2.01M | Buy |
78,843
+2,805
| +4% | +$71.5K | 0.25% | 43 |
|
2022
Q2 | $1.82M | Sell |
76,038
-1,290
| -2% | -$30.8K | 0.24% | 43 |
|
2022
Q1 | $2.03M | Sell |
77,328
-9,498
| -11% | -$250K | 0.24% | 45 |
|
2021
Q4 | $2.34M | Buy |
86,826
+3,903
| +5% | +$105K | 0.26% | 45 |
|
2021
Q3 | $2.05M | Buy |
82,923
+783
| +1% | +$19.4K | 0.26% | 44 |
|
2021
Q2 | $2.13M | Sell |
82,140
-4,602
| -5% | -$119K | 0.26% | 45 |
|
2021
Q1 | $2.11M | Buy |
86,742
+3,438
| +4% | +$83.6K | 0.31% | 43 |
|
2020
Q4 | $1.78M | Buy |
83,304
+363
| +0.4% | +$7.76K | 0.27% | 45 |
|
2020
Q3 | $1.7M | Sell |
82,941
-210
| -0.3% | -$4.31K | 0.28% | 46 |
|
2020
Q2 | $1.43M | Buy |
83,151
+1,830
| +2% | +$31.6K | 0.28% | 47 |
|
2020
Q1 | $1.22M | Buy |
81,321
+2,052
| +3% | +$30.8K | 0.3% | 43 |
|
2019
Q4 | $1.53M | Buy |
79,269
+34,800
| +78% | +$672K | 0.3% | 47 |
|
2019
Q3 | $812K | Buy |
44,469
+5,775
| +15% | +$105K | 0.17% | 61 |
|
2019
Q2 | $684K | Buy |
38,694
+10,035
| +35% | +$177K | 0.15% | 66 |
|
2019
Q1 | $499K | Buy |
+28,659
| New | +$499K | 0.12% | 78 |
|