Owen LaRue’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 | $336K | Buy |
|
|||||
|
2025
Q2 | $300K | Buy |
|
|||||
|
2025
Q1 | $313K | Sell |
|
|||||
|
2024
Q4 | $322K | Buy |
|
|||||
|
2024
Q3 | $330K | Sell |
|
|||||
|
2024
Q2 | $410K | Sell |
|
|||||
|
2024
Q1 | $447K | Sell |
|
|||||
|
2023
Q4 | $511K | Sell |
|
|||||
|
2023
Q3 | $791K | Sell |
|
|||||
|
2023
Q2 | $834K | Sell |
|
|||||
|
2023
Q1 | $1.03M | Hold |
|
|||||
|
2022
Q4 | $1.03M | Buy |
|