P.J. Schmidt Investment Management (PJS)’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
Q2 | $749K | Buy |
|
|||||
|
2025
Q1 | $789K | Sell |
|
|||||
|
2024
Q4 | $876K | Sell |
|
|||||
|
2024
Q3 | $1.01M | Buy |
|
|||||
|
2024
Q2 | $925K | Buy |
|
|||||
|
2024
Q1 | $917K | Buy |
|
|||||
|
2023
Q4 | $802K | Buy |
|
|||||
|
2023
Q3 | $473K | Sell |
|
|||||
|
2023
Q2 | $562K | Buy |
|
|||||
|
2023
Q1 | $343K | Buy |
|
|||||
|
2022
Q4 | $265K | Buy |
|