Morton Community Bank’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6M | Sell |
590,418
-11,733
| -2% | -$311K | 3.89% | 2 |
|
|
2025
Q1 | $16.8M | Buy |
602,151
+16,628
| +3% | +$465K | 4.41% | 1 |
|
|
2024
Q4 | $16M | Buy |
585,523
+13,936
| +2% | +$381K | 4.23% | 2 |
|
|
2024
Q3 | $16.1M | Buy |
571,587
+555
| +0.1% | +$15.6K | 4.21% | 2 |
|
|
2024
Q2 | $14.8M | Buy |
571,032
+17,901
| +3% | +$464K | 4.18% | 2 |
|
|
2024
Q1 | $14.9M | Buy |
553,131
+30,408
| +6% | +$817K | 4.28% | 1 |
|
|
2023
Q4 | $13.3M | Buy |
+522,723
| New | +$13.3M | 4.34% | 1 |
|