Naples Global Advisors’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 | $1.91M | Sell |
|
|||||
|
2025
Q2 | $1.9M | Buy |
|
|||||
|
2025
Q1 | $2M | Buy |
|
|||||
|
2024
Q4 | $1.86M | Sell |
|
|||||
|
2024
Q3 | $1.95M | Buy |
|
|||||
|
2024
Q2 | $1.78M | Buy |
|
|||||
|
2024
Q1 | $1.82M | Sell |
|
|||||
|
2023
Q4 | $1.73M | Sell |
|
|||||
|
2023
Q3 | $1.75M | Sell |
|
|||||
|
2023
Q2 | $1.8M | Sell |
|
|||||
|
2023
Q1 | $1.84M | Buy |
|
|||||
|
2022
Q4 | $1.88M | Buy |
|
|||||
|
2022
Q3 | $1.44M | Sell |
|
|||||
|
2022
Q2 | $1.56M | Buy |
|
|||||
|
2022
Q1 | $1.7M | Sell |
|
|||||
|
2021
Q4 | $1.83M | Sell |
|
|||||
|
2021
Q3 | $1.71M | Buy |
|
|||||
|
2021
Q2 | $1.53M | Sell |
|
|||||
|
2021
Q1 | $1.5M | Sell |
|
|||||
|
2020
Q4 | $1.45M | Sell |
|
|||||
|
2020
Q3 | $1.43M | Sell |
|
|||||
|
2020
Q2 | $1.35M | Sell |
|
|||||
|
2020
Q1 | $1.29M | Sell |
|
|||||
|
2019
Q4 | $1.71M | Buy |
|
|||||
|
2019
Q3 | $1.61M | Buy |
|
|||||
|
2019
Q2 | $1.5M | Buy |
|
|||||
|
2019
Q1 | $1.41M | Buy |
|
|||||
|
2018
Q4 | $1.17M | Buy |
|
|||||
|
2018
Q3 | $1.16M | Buy |
|
|||||
|
2018
Q2 | $1.04M | Buy |
|
|||||
|
2018
Q1 | $901K | Buy |
|
|||||
|
2017
Q4 | $903K | Buy |
|
|||||
|
2017
Q3 | $802K | Buy |
|
|||||
|
2017
Q2 | $731K | Buy |
|
|||||
|
2017
Q1 | $676K | Buy |
|
|||||
|
2016
Q4 | $415K | Buy |
|
|||||
|
2016
Q3 | $392K | Buy |
|
|||||
|
2016
Q2 | $346K | Buy |
|
|||||
|
2016
Q1 | $323K | Buy |
|
|||||
|
2015
Q4 | $256K | Buy |
|
|||||
|
2015
Q3 | $231K | Buy |
|