Pinkerton Retirement Specialists’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 | $8.2M | Sell |
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|
2025
Q1 | $9.51M | Sell |
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|
2024
Q4 | $11.1M | Sell |
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|
2024
Q3 | $12.8M | Sell |
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|
2024
Q2 | $13M | Sell |
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|
2024
Q1 | $19M | Buy |
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|
2023
Q4 | $801K | Sell |
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|
2023
Q3 | $25.2M | Buy |
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|
2023
Q2 | $1.27M | Sell |
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|
2023
Q1 | $27.3M | Buy |
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|
2022
Q4 | $28.1M | Buy |
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|
2022
Q3 | $24.6M | Sell |
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|
2022
Q2 | $28.2M | Sell |
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|
2022
Q1 | $31.3M | Buy |
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|
2021
Q4 | $30.9M | Buy |
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|
2021
Q3 | $27.5M | Buy |
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|
2021
Q2 | $27.7M | Buy |
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|
2021
Q1 | $26.4M | Sell |
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|
2020
Q4 | $24.6M | Sell |
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|
2020
Q3 | $23.9M | Sell |
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|
2020
Q2 | $24.6M | Buy |
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|
2020
Q1 | $11.8M | Sell |
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|
2019
Q4 | $32M | Buy |
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|
2019
Q3 | $30.2M | Sell |
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|
2019
Q2 | $29.5M | Sell |
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|
2019
Q1 | $29.3M | Buy |
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|
2018
Q4 | $25.5M | Buy |
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|
2018
Q3 | $27.1M | Buy |
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|
2018
Q2 | $1.14M | Sell |
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|
2018
Q1 | $1.24M | Sell |
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|
2017
Q4 | $1.44M | Buy |
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