MCF Advisors’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 | $911K | Buy |
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|
2025
Q2 | $375K | Buy |
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|
2025
Q1 | $89.4K | Sell |
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|
2024
Q4 | $90.5K | Buy |
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|
2024
Q3 | $63.6K | Sell |
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|
2024
Q2 | $74.1K | Buy |
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|
2024
Q1 | $62.9K | Sell |
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|
2023
Q4 | $96.6K | Buy |
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|
2023
Q3 | $84.8K | Buy |
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|
2023
Q2 | $24.4K | Hold |
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|
2023
Q1 | $24.6K | Hold |
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|
2022
Q4 | $25.3K | Buy |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $10K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $6K | Hold |
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|
2021
Q1 | $6K | Hold |
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|
2020
Q4 | $5K | Hold |
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|
2020
Q3 | $5K | Hold |
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|
2020
Q2 | $4K | Sell |
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|
2020
Q1 | $79K | Sell |
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|
2019
Q4 | $1.08M | Sell |
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|
2019
Q3 | $1.23M | Buy |
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|
2019
Q2 | $1.14M | Buy |
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|
2019
Q1 | $283K | Sell |
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|
2018
Q4 | $258K | Buy |
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|
2018
Q3 | $12K | Sell |
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|
2018
Q2 | $11K | Sell |
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|
2018
Q1 | $96K | Sell |
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|
2017
Q4 | $100K | Buy |
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|
2017
Q3 | $91K | Sell |
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|
2017
Q2 | $90K | Buy |
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|
2017
Q1 | $87K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $4K | Hold |
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|
2015
Q2 | $4K | Hold |
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|
2015
Q1 | $4K | Hold |
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|
2014
Q4 | $4K | Hold |
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|
2014
Q3 | $4K | Hold |
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|
2014
Q2 | $4K | Hold |
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|
2014
Q1 | $4K | Hold |
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|
2013
Q4 | $4K | Buy |
|