ME
McIlrath & Eck’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Buy |
13,354
+129
| +1% | +$3.42K | 0.04% | 99 |
|
|
2025
Q1 | $370K | Buy |
13,225
+116
| +0.9% | +$3.24K | 0.05% | 93 |
|
|
2024
Q4 | $358K | Buy |
13,109
+7,167
| +121% | +$196K | 0.05% | 89 |
|
|
2024
Q3 | $502K | Buy |
5,942
+1,695
| +40% | +$143K | 0.06% | 73 |
|
|
2024
Q2 | $330K | Hold |
4,247
| – | – | 0.05% | 90 |
|
|
2024
Q1 | $342K | Sell |
4,247
-1,581
| -27% | -$127K | 0.05% | 86 |
|
|
2023
Q4 | $444K | Buy |
5,828
+52
| +0.9% | +$3.96K | 0.08% | 76 |
|
|
2023
Q3 | $409K | Hold |
5,776
| – | – | 0.08% | 77 |
|
|
2023
Q2 | $419K | Hold |
5,776
| – | – | 0.09% | 72 |
|
|
2023
Q1 | $423K | Buy |
5,776
+1,613
| +39% | +$118K | 0.1% | 64 |
|
|
2022
Q4 | $314K | Hold |
4,163
| – | – | 0.08% | 73 |
|
|
2022
Q3 | $277K | Buy |
+4,163
| New | +$277K | 0.08% | 74 |
|
|
2019
Q4 | – | Sell |
-231
| Closed | -$13K | – | 661 |
|
|
2019
Q3 | $13K | Hold |
231
| – | – | 0.01% | 297 |
|
|
2019
Q2 | $12K | Hold |
231
| – | – | 0.01% | 295 |
|
|
2019
Q1 | $12K | Hold |
231
| – | – | 0.01% | 295 |
|
|
2018
Q4 | $11K | Hold |
231
| – | – | 0.01% | 268 |
|
|
2018
Q3 | $12K | Hold |
231
| – | – | 0.01% | 272 |
|
|
2018
Q2 | $11K | Hold |
231
| – | – | 0.01% | 268 |
|
|
2018
Q1 | $11K | Sell |
231
-59
| -20% | -$2.81K | 0.01% | 251 |
|
|
2017
Q4 | $15K | Buy |
+290
| New | +$15K | 0.01% | 231 |
|