Red Tortoise LLC’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 | $90.2K | Buy |
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|
2025
Q2 | $87.2K | Buy |
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|
2025
Q1 | $91.6K | Buy |
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|
2024
Q4 | $89.1K | Buy |
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|
2024
Q3 | $91.4K | Buy |
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|
2024
Q2 | $83K | Sell |
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|
2024
Q1 | $116K | Buy |
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|
2023
Q4 | $110K | Buy |
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|
2023
Q3 | $101K | Buy |
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|
2023
Q2 | $103K | Buy |
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|
2023
Q1 | $98.1K | Buy |
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|
2022
Q4 | $101K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $89K | Buy |
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