MinichMacGregor Wealth 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
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $16.4M | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $233K | Buy |
|
|||||
|
2023
Q4 | $221K | Buy |
|
|||||
|
2023
Q3 | $204K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $338K | Buy |
|
|||||
|
2022
Q4 | $26.6K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $118K | Hold |
|
|||||
|
2018
Q2 | $109K | Hold |
|
|||||
|
2018
Q1 | $109K | Hold |
|
|||||
|
2017
Q4 | $113K | Buy |
|
|||||
|
2017
Q3 | $94K | Hold |
|
|||||
|
2017
Q2 | $91K | Hold |
|
|||||
|
2017
Q1 | $90K | Sell |
|
|||||
|
2016
Q4 | $123K | Hold |
|
|||||
|
2016
Q3 | $120K | Buy |
|
|||||
|
2016
Q2 | $96K | Hold |
|
|||||
|
2016
Q1 | $93K | Buy |
|
|||||
|
2015
Q4 | $65K | Buy |
|