Pinnacle Wealth Management Advisory Group’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 | $17.4M | Sell |
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|
2025
Q1 | $18.7M | Sell |
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|
2024
Q4 | $28.5M | Buy |
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|
2024
Q3 | $28M | Buy |
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|
2024
Q2 | $24.6M | Buy |
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|
2024
Q1 | $24.9M | Buy |
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|
2023
Q4 | $23.2M | Sell |
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|
2023
Q3 | $22.5M | Buy |
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|
2023
Q2 | $23.1M | Buy |
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|
2023
Q1 | $22.4M | Buy |
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|
2022
Q4 | $22M | Buy |
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|
2022
Q3 | $17.6M | Buy |
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|
2022
Q2 | $17.2M | Buy |
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|
2022
Q1 | $16.9M | Buy |
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|
2021
Q4 | $12.3M | Buy |
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|
2021
Q3 | $8.76M | Buy |
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|
2021
Q2 | $7.9M | Buy |
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|
2021
Q1 | $6.33M | Buy |
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|
2020
Q4 | $4.67M | Buy |
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|
2020
Q3 | $2.6M | Buy |
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|
2020
Q2 | $354K | Buy |
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|
2020
Q1 | $210K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $231K | Sell |
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|
2018
Q2 | $288K | Sell |
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|
2018
Q1 | $314K | Sell |
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|
2017
Q4 | $342K | Buy |
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|
2017
Q3 | $279K | Buy |
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|
2017
Q2 | $240K | Buy |
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