Marino Stram & Associates’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
Q2 | $1.13M | Buy |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $1.16M | Buy |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $1.09M | Hold |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $844K | Buy |
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|
2023
Q2 | $865K | Buy |
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|
2023
Q1 | $855K | Sell |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $611K | Buy |
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|
2022
Q2 | $548K | Buy |
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|
2022
Q1 | $470K | Hold |
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|
2021
Q4 | $481K | Sell |
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|
2021
Q3 | $451K | Sell |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $604K | Sell |
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|
2020
Q4 | $584K | Hold |
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|
2020
Q3 | $503K | Buy |
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|
2020
Q2 | $464K | Hold |
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|
2020
Q1 | $404K | Buy |
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|
2019
Q4 | $303K | Sell |
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|
2019
Q3 | $288K | Buy |
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|
2019
Q2 | $278K | Sell |
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|
2019
Q1 | $275K | Buy |
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|
2018
Q4 | $235K | Buy |
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|
2018
Q3 | $143K | Buy |
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|
2018
Q2 | $114K | Sell |
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|
2018
Q1 | $121K | Buy |
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|
2017
Q4 | $125K | Buy |
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