Relyea Zuckerberg Hanson’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 | – | Sell |
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|
2025
Q1 | $341K | Hold |
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|
2024
Q4 | $333K | Hold |
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|
2024
Q3 | $343K | Sell |
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|
2024
Q2 | $433K | Sell |
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|
2024
Q1 | $488K | Buy |
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|
2023
Q4 | $430K | Buy |
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|
2023
Q3 | $383K | Buy |
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|
2023
Q2 | $321K | Sell |
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|
2023
Q1 | $569K | Buy |
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|
2022
Q4 | $546K | Buy |
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|
2022
Q3 | $212K | Sell |
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|
2022
Q2 | $275K | Sell |
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|
2022
Q1 | $311K | Hold |
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|
2021
Q4 | $305K | Buy |
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|
2021
Q3 | $285K | Hold |
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|
2021
Q2 | $290K | Hold |
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|
2021
Q1 | $287K | Sell |
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|
2020
Q4 | $297K | Buy |
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