Nadler Financial Group’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 | $25M | Sell |
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|
2025
Q2 | $27.5M | Sell |
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|
2025
Q1 | $30.8M | Buy |
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|
2024
Q4 | $30M | Buy |
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|
2024
Q3 | $30.1M | Sell |
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|
2024
Q2 | $28.1M | Buy |
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|
2024
Q1 | $28.8M | Sell |
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|
2023
Q4 | $27.6M | Sell |
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|
2023
Q3 | $26.5M | Sell |
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|
2023
Q2 | $28M | Buy |
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|
2023
Q1 | $27.1M | Buy |
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|
2022
Q4 | $25.5M | Buy |
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|
2022
Q3 | $13.8M | Buy |
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|
2022
Q2 | $11.7M | Buy |
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|
2022
Q1 | $11.4M | Buy |
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|
2021
Q4 | $10.8M | Buy |
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|
2021
Q3 | $7.96M | Buy |
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|
2021
Q2 | $6.2M | Buy |
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|
2021
Q1 | $4.38M | Buy |
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|
2020
Q4 | $1.11M | Buy |
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|
2020
Q3 | $424K | Sell |
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|
2020
Q2 | $442K | Buy |
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|
2020
Q1 | $340K | Buy |
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|
2019
Q4 | $428K | Buy |
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|
2019
Q3 | $380K | Hold |
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|
2019
Q2 | $368K | Hold |
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|
2019
Q1 | $362K | Hold |
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|
2018
Q4 | $326K | Hold |
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|
2018
Q3 | $367K | Hold |
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|
2018
Q2 | $342K | Buy |
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|
2018
Q1 | $339K | Hold |
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|
2017
Q4 | $354K | Hold |
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|
2017
Q3 | $324K | Hold |
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|
2017
Q2 | $312K | Hold |
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|
2017
Q1 | $309K | Hold |
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|
2016
Q4 | $302K | Hold |
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|
2016
Q3 | $293K | Hold |
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|
2016
Q2 | $287K | Hold |
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|
2016
Q1 | $278K | Hold |
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|
2015
Q4 | $267K | Hold |
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|
2015
Q3 | $249K | Hold |
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|
2015
Q2 | $265K | Buy |
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|
2015
Q1 | $265K | Hold |
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|
2014
Q4 | $268K | Buy |
|