Patten & Patten’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 | $860K | Sell |
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|
2025
Q2 | $884K | Sell |
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|
2025
Q1 | $978K | Buy |
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|
2024
Q4 | $952K | Buy |
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|
2024
Q3 | $867K | Buy |
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|
2024
Q2 | $722K | Buy |
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|
2024
Q1 | $739K | Sell |
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|
2023
Q4 | $829K | Sell |
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|
2023
Q3 | $777K | Buy |
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|
2023
Q2 | $669K | Buy |
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|
2023
Q1 | $550K | Buy |
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|
2022
Q4 | $435K | Buy |
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|
2022
Q3 | $382K | Buy |
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|
2022
Q2 | $300K | Buy |
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|
2022
Q1 | $328K | Hold |
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|
2021
Q4 | $336K | Hold |
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|
2021
Q3 | $308K | Buy |
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|
2021
Q2 | $295K | Hold |
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|
2021
Q1 | $284K | Sell |
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|
2020
Q4 | $266K | Sell |
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|
2020
Q3 | $409K | Sell |
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|
2020
Q2 | $419K | Hold |
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|
2020
Q1 | $364K | Sell |
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|
2019
Q4 | $672K | Buy |
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|
2019
Q3 | $337K | Hold |
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|
2019
Q2 | $327K | Hold |
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|
2019
Q1 | $322K | Buy |
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|
2018
Q4 | $271K | Hold |
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|
2018
Q3 | $306K | Hold |
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|
2018
Q2 | $284K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $215K | Buy |
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