May Barnhard Investments’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
$777K Buy
2025
Q2
$745K Sell
2025
Q1
$792K Buy
2024
Q4
$762K Buy
2024
Q3
$597K Buy
2024
Q2
$236K Sell
2024
Q1
$291K Buy
2023
Q4
$273K Buy