PBO
Peoples Bank (Ohio)’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 | $304K | Sell |
11,459
-66,038
| -85% | -$1.75M | 0.19% | 73 |
|
|
2025
Q1 | $2.17M | Sell |
77,497
-7,525
| -9% | -$210K | 1.42% | 20 |
|
|
2024
Q4 | $2.32M | Buy |
85,022
+56,249
| +195% | +$1.54M | 1.37% | 19 |
|
|
2024
Q3 | $2.43M | Sell |
28,773
-3,134
| -10% | -$265K | 1.24% | 20 |
|
|
2024
Q2 | $2.48M | Sell |
31,907
-2,428
| -7% | -$189K | 1.29% | 20 |
|
|
2024
Q1 | $2.77M | Buy |
34,335
+2,251
| +7% | +$181K | 1.54% | 18 |
|
|
2023
Q4 | $2.44M | Sell |
32,084
-373
| -1% | -$28.4K | 1.44% | 18 |
|
|
2023
Q3 | $2.3M | Sell |
32,457
-1,390
| -4% | -$98.4K | 1.5% | 18 |
|
|
2023
Q2 | $2.46M | Sell |
33,847
-22,662
| -40% | -$1.65M | 1.5% | 18 |
|
|
2023
Q1 | $4.13M | Sell |
56,509
-14,102
| -20% | -$1.03M | 2.64% | 11 |
|
|
2022
Q4 | $5.33M | Sell |
70,611
-2,998
| -4% | -$226K | 3.44% | 6 |
|
|
2022
Q3 | $4.89M | Buy |
73,609
+941
| +1% | +$62.5K | 3.28% | 9 |
|
|
2022
Q2 | $5.21M | Sell |
72,668
-1,562
| -2% | -$112K | 3.22% | 8 |
|
|
2022
Q1 | $5.86M | Buy |
74,230
+19,945
| +37% | +$1.57M | 2.94% | 9 |
|
|
2021
Q4 | $4.39M | Sell |
54,285
-336
| -0.6% | -$27.2K | 2.16% | 12 |
|
|
2021
Q3 | $4.06M | Buy |
54,621
+596
| +1% | +$44.2K | 2.16% | 13 |
|
|
2021
Q2 | $4.09M | Buy |
54,025
+2,258
| +4% | +$171K | 2.15% | 14 |
|
|
2021
Q1 | $3.78M | Buy |
51,767
+5,486
| +12% | +$400K | 2.05% | 15 |
|
|
2020
Q4 | $2.97M | Buy |
46,281
+271
| +0.6% | +$17.4K | 1.75% | 15 |
|
|
2020
Q3 | $2.54M | Buy |
+46,010
| New | +$2.54M | 1.73% | 16 |
|