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
2025
Q2
$7.59M Buy
2025
Q1
$7.51M Sell
2024
Q4
$7.34M Buy
2024
Q3
$7.43M Buy
2024
Q2
$6.62M Sell
2024
Q1
$6.93M Buy
2023
Q4
$6.49M Buy
2023
Q3
$5.8M Buy
2023
Q2
$5.65M Sell
2023
Q1
$5.87M Sell
2022
Q4
$6.13M Buy