RMR Wealth Builders’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 | $346K | Sell |
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|
2025
Q2 | $432K | Buy |
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|
2025
Q1 | $441K | Buy |
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|
2024
Q4 | $400K | Buy |
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|
2024
Q3 | $353K | Buy |
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|
2024
Q2 | $306K | Sell |
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|
2024
Q1 | $388K | Buy |
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|
2023
Q4 | $345K | Sell |
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|
2023
Q3 | $359K | Sell |
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|
2023
Q2 | $381K | Buy |
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|
2023
Q1 | $345K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $69K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $204K | Buy |
|