Paulson Wealth Management’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 | $900K | Sell |
|
|||||
|
2025
Q1 | $1.12M | Sell |
|
|||||
|
2024
Q4 | $1.28M | Sell |
|
|||||
|
2024
Q3 | $1.44M | Sell |
|
|||||
|
2024
Q2 | $1.77M | Sell |
|
|||||
|
2024
Q1 | $2.26M | Sell |
|
|||||
|
2023
Q4 | $2.2M | Sell |
|
|||||
|
2023
Q3 | $2.35M | Sell |
|
|||||
|
2023
Q2 | $2.49M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $239K | Hold |
|
|||||
|
2019
Q3 | $221K | Sell |
|
|||||
|
2019
Q2 | $429K | Hold |
|
|||||
|
2019
Q1 | $413K | Sell |
|
|||||
|
2018
Q4 | $833K | Hold |
|
|||||
|
2018
Q3 | $860K | Hold |
|
|||||
|
2018
Q2 | $845K | Hold |
|
|||||
|
2018
Q1 | $841K | Buy |
|
|||||
|
2017
Q4 | $859K | Buy |
|