One Day In July LLC’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 | $1.14M | Sell |
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|
2025
Q2 | $1.4M | Buy |
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|
2025
Q1 | $968K | Sell |
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|
2024
Q4 | $949K | Buy |
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|
2024
Q3 | $703K | Hold |
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|
2024
Q2 | $647K | Sell |
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|
2024
Q1 | $671K | Sell |
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|
2023
Q4 | $644K | Buy |
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|
2023
Q3 | $269K | Buy |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $275K | Buy |
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|
2022
Q4 | $229K | Hold |
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|
2022
Q3 | $202K | Hold |
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|
2022
Q2 | $218K | Hold |
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|
2022
Q1 | $240K | Hold |
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|
2021
Q4 | $246K | Sell |
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|
2021
Q3 | $240K | Buy |
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|
2021
Q2 | $230K | Hold |
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|
2021
Q1 | $222K | Buy |
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