Raub Brock Capital Management’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 | $276K | Buy |
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|
2025
Q2 | $265K | Buy |
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|
2025
Q1 | $277K | Buy |
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|
2024
Q4 | $269K | Buy |
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|
2024
Q3 | $274K | Buy |
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|
2024
Q2 | $248K | Hold |
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|
2024
Q1 | $257K | Sell |
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|
2023
Q4 | $2.55M | Buy |
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|
2023
Q3 | $267K | Buy |
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|
2023
Q2 | $272K | Buy |
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|
2023
Q1 | $270K | Sell |
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|
2022
Q4 | $349K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $212K | Buy |
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|
2022
Q1 | $231K | Sell |
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|
2021
Q4 | $219K | Hold |
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|
2021
Q3 | $219K | Buy |
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|
2021
Q2 | $221K | Buy |
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|
2021
Q1 | $212K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $443K | Sell |
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|
2019
Q4 | $625K | Buy |
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|
2019
Q3 | $580K | Buy |
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|
2019
Q2 | $560K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3.58M | Buy |
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|
2018
Q3 | $327K | Buy |
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|
2018
Q2 | $301K | Buy |
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|
2018
Q1 | $294K | Sell |
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|
2017
Q4 | $2.33M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.33M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $272K | Buy |
|