Moisand Fitzgerald Tamayo’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 | $21K | Sell |
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|
2025
Q1 | $29.1K | Hold |
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|
2024
Q4 | $28.4K | Buy |
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|
2024
Q3 | $22.3K | Hold |
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|
2024
Q2 | $20.5K | Hold |
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|
2024
Q1 | $21.3K | Sell |
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|
2023
Q4 | $32.2K | Buy |
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|
2023
Q3 | $25.1K | Buy |
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|
2023
Q2 | $19.4K | Sell |
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|
2023
Q1 | $21.4K | Sell |
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|
2022
Q4 | $49.2K | Buy |
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|
2022
Q3 | $23K | Sell |
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|
2022
Q2 | $25K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $28K | Hold |
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|
2021
Q3 | $26K | Hold |
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|
2021
Q2 | $26K | Hold |
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|
2021
Q1 | $25K | Buy |
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|
2020
Q4 | $17K | Hold |
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|
2020
Q3 | $15K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $15K | Hold |
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|
2015
Q4 | $14K | Buy |
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