O'Dell 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 | $344K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $368K | Buy |
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|
2024
Q4 | $359K | Sell |
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|
2024
Q3 | $371K | Buy |
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|
2024
Q2 | $347K | Hold |
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|
2024
Q1 | $347K | Buy |
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|
2023
Q4 | $326K | Buy |
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|
2023
Q3 | $278K | Sell |
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|
2023
Q2 | $307K | Sell |
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|
2023
Q1 | $464K | Buy |
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|
2022
Q4 | $226K | Buy |
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|
2022
Q3 | $13K | Buy |
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