Roble Belko & Company’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 | $211K | Buy |
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|
2025
Q2 | $203K | Buy |
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|
2025
Q1 | $170K | Buy |
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|
2024
Q4 | $165K | Buy |
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|
2024
Q3 | $168K | Buy |
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|
2024
Q2 | $152K | Buy |
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|
2024
Q1 | $151K | Buy |
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|
2023
Q4 | $125K | Buy |
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|
2023
Q3 | $98K | Buy |
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|
2023
Q2 | $98K | Sell |
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|
2023
Q1 | $107K | Hold |
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|
2022
Q4 | $111K | Hold |
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|
2022
Q3 | $97K | Sell |
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|
2022
Q2 | $178K | Buy |
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|
2022
Q1 | $196K | Buy |
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|
2021
Q4 | $197K | Buy |
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|
2021
Q3 | $178K | Buy |
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|
2021
Q2 | $71K | Buy |
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|
2021
Q1 | $62K | Buy |
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|
2020
Q4 | $42K | Hold |
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|
2020
Q3 | $36K | Sell |
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|
2020
Q2 | $37K | Sell |
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|
2020
Q1 | $54K | Sell |
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|
2019
Q4 | $73K | Sell |
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|
2019
Q3 | $86K | Buy |
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|
2019
Q2 | $31K | Buy |
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|
2019
Q1 | $28K | Hold |
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|
2018
Q4 | $26K | Buy |
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|
2018
Q3 | $24K | Hold |
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|
2018
Q2 | $17K | Hold |
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|
2018
Q1 | $17K | Hold |
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|
2017
Q4 | $18K | Hold |
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|
2017
Q3 | $16K | Hold |
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|
2017
Q2 | $16K | Sell |
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|
2017
Q1 | $17K | Hold |
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|
2016
Q4 | $16K | Hold |
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|
2016
Q3 | $16K | Sell |
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|
2016
Q2 | $16K | Buy |
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|
2016
Q1 | $2K | Hold |
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|
2015
Q4 | $2K | Sell |
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|
2015
Q3 | $2K | Sell |
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|
2015
Q2 | $3K | Sell |
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|
2015
Q1 | $3K | Buy |
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