Rench Wealth 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 | $761K | Sell |
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|
2025
Q2 | $768K | Sell |
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|
2025
Q1 | $815K | Sell |
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|
2024
Q4 | $833K | Buy |
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|
2024
Q3 | $820K | Sell |
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|
2024
Q2 | $782K | Sell |
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|
2024
Q1 | $841K | Buy |
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|
2023
Q4 | $701K | Sell |
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|
2023
Q3 | $678K | Buy |
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|
2023
Q2 | $671K | Sell |
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|
2023
Q1 | $702K | Sell |
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|
2022
Q4 | $746K | Buy |
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|
2022
Q3 | $654K | Sell |
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|
2022
Q2 | $751K | Sell |
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|
2022
Q1 | $929K | Sell |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $927K | Buy |
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|
2021
Q2 | $941K | Sell |
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|
2021
Q1 | $983K | Buy |
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|
2020
Q4 | $844K | Buy |
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|
2020
Q3 | $720K | Buy |
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|
2020
Q2 | $632K | Buy |
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|
2020
Q1 | $542K | Sell |
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|
2019
Q4 | $715K | Sell |
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|
2019
Q3 | $734K | Sell |
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|
2019
Q2 | $719K | Sell |
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|
2019
Q1 | $746K | Sell |
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|
2018
Q4 | $688K | Sell |
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|
2018
Q3 | $864K | Sell |
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|
2018
Q2 | $1.19M | Sell |
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|
2018
Q1 | $1.35M | Sell |
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|
2017
Q4 | $1.45M | Buy |
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|
2017
Q3 | $1.21M | Buy |
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|
2017
Q2 | $424K | Buy |
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|
2017
Q1 | $401K | Sell |
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|
2016
Q4 | $529K | Sell |
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|
2016
Q3 | $520K | Buy |
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|
2016
Q2 | $295K | Sell |
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|
2016
Q1 | $293K | Buy |
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|
2015
Q4 | $270K | Sell |
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|
2015
Q3 | $276K | Buy |
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|
2015
Q2 | $278K | Sell |
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|
2015
Q1 | $300K | Buy |
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|
2014
Q4 | $273K | Sell |
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|
2014
Q3 | $307K | Sell |
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|
2014
Q2 | $319K | Buy |
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