Murphy Middleton Hinkle & Parker’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
Q3 | $1.11M | Sell |
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|
2025
Q2 | $1.26M | Hold |
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|
2025
Q1 | $1.26M | Sell |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $1.09M | Hold |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $1.08M | Buy |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $988K | Buy |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1.17M | Sell |
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q2 | $1.17M | Buy |
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|
2021
Q1 | $1.04M | Hold |
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|
2020
Q4 | $917K | Hold |
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|
2020
Q3 | $791K | Hold |
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|
2020
Q2 | $740K | Hold |
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|
2020
Q1 | $643K | Hold |
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|
2019
Q4 | $828K | Buy |
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|
2019
Q3 | $743K | Buy |
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|
2019
Q2 | $703K | Buy |
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|
2019
Q1 | $680K | Sell |
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|
2018
Q4 | $617K | Sell |
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|
2018
Q3 | $704K | Buy |
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|
2018
Q2 | $466K | Sell |
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|
2018
Q1 | $498K | Buy |
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|
2017
Q4 | $519K | Buy |
|