Morris Financial Concepts’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 | $279K | Hold |
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|
2025
Q1 | $295K | Hold |
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|
2024
Q4 | $288K | Hold |
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|
2024
Q3 | $297K | Hold |
|
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|
2024
Q2 | $273K | Hold |
|
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|
2024
Q1 | $283K | Hold |
|
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|
2023
Q4 | $268K | Hold |
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|
2023
Q3 | $249K | Hold |
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|
2023
Q2 | $255K | Hold |
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|
2023
Q1 | $257K | Sell |
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|
2022
Q4 | $269K | Hold |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $255K | Hold |
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|
2022
Q1 | $281K | Buy |
|