PPS&V Asset Management Consultants’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 | $8.18M | Buy |
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|
2025
Q2 | $7.59M | Buy |
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|
2025
Q1 | $7.51M | Sell |
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|
2024
Q4 | $7.34M | Buy |
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|
2024
Q3 | $7.43M | Buy |
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|
2024
Q2 | $6.62M | Sell |
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|
2024
Q1 | $6.93M | Buy |
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|
2023
Q4 | $6.49M | Buy |
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|
2023
Q3 | $5.8M | Buy |
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|
2023
Q2 | $5.65M | Sell |
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|
2023
Q1 | $5.87M | Sell |
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|
2022
Q4 | $6.13M | Buy |
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