Nicholas Hoffman & Company’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 | $757K | Buy |
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|
2025
Q2 | $441K | Sell |
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|
2025
Q1 | $471K | Sell |
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|
2024
Q4 | $665K | Buy |
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|
2024
Q3 | $662K | Buy |
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|
2024
Q2 | $597K | Buy |
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|
2024
Q1 | $615K | Buy |
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|
2023
Q4 | $374K | Buy |
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|
2023
Q3 | $315K | Buy |
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|
2023
Q2 | $296K | Buy |
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|
2023
Q1 | $287K | Buy |
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|
2022
Q4 | $289K | Buy |
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|
2022
Q3 | $247K | Buy |
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|
2022
Q2 | $259K | Buy |
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|
2022
Q1 | $278K | Buy |
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|
2021
Q4 | $277K | Buy |
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|
2021
Q3 | $248K | Buy |
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|
2021
Q2 | $245K | Buy |
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|
2021
Q1 | $230K | Buy |
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