PJSIMP
P.J. Schmidt Investment Management (PJS)’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Buy |
28,259
+44
| +0.2% | +$1.17K | 0.13% | 91 |
|
|
2025
Q1 | $789K | Sell |
28,215
-3,838
| -12% | -$107K | 0.14% | 84 |
|
|
2024
Q4 | $876K | Buy |
32,053
+20,094
| +168% | +$549K | 0.15% | 81 |
|
|
2024
Q3 | $1.01M | Buy |
11,959
+60
| +0.5% | +$5.07K | 0.17% | 74 |
|
|
2024
Q2 | $925K | Buy |
11,899
+522
| +5% | +$40.6K | 0.17% | 73 |
|
|
2024
Q1 | $917K | Buy |
11,377
+965
| +9% | +$77.8K | 0.17% | 76 |
|
|
2023
Q4 | $802K | Buy |
10,412
+3,658
| +54% | +$282K | 0.16% | 79 |
|
|
2023
Q3 | $473K | Sell |
6,754
-702
| -9% | -$49.1K | 0.1% | 106 |
|
|
2023
Q2 | $562K | Buy |
7,456
+2,685
| +56% | +$202K | 0.11% | 101 |
|
|
2023
Q1 | $343K | Buy |
4,771
+1,262
| +36% | +$90.6K | 0.07% | 136 |
|
|
2022
Q4 | $265K | Buy |
+3,509
| New | +$265K | 0.06% | 150 |
|