McElhenny Sheffield Capital Management’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 | $281K | Sell |
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|
2025
Q2 | $279K | Hold |
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|
2025
Q1 | $294K | Sell |
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|
2024
Q4 | $295K | Hold |
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|
2024
Q3 | $305K | Sell |
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|
2024
Q2 | $290K | Sell |
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|
2024
Q1 | $307K | Hold |
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|
2023
Q4 | $290K | Sell |
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|
2023
Q3 | $272K | Buy |
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|
2023
Q2 | $264K | Hold |
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|
2023
Q1 | $266K | Sell |
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|
2022
Q4 | $287K | Buy |
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|
2022
Q3 | $241K | Buy |
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|
2022
Q2 | $249K | Hold |
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|
2022
Q1 | $275K | Hold |
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|
2021
Q4 | $281K | Buy |
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|
2021
Q3 | $236K | Buy |
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