Roman Butler Fullerton & Co’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 | $3.46M | Sell |
|
|||||
|
2025
Q1 | $3.75M | Buy |
|
|||||
|
2024
Q4 | $3.67M | Sell |
|
|||||
|
2024
Q3 | $3.52M | Buy |
|
|||||
|
2024
Q2 | $3.02M | Buy |
|
|||||
|
2024
Q1 | $2.65M | Buy |
|
|||||
|
2023
Q4 | $2.43M | Buy |
|
|||||
|
2023
Q3 | $1.73M | Buy |
|
|||||
|
2023
Q2 | $1.71M | Buy |
|
|||||
|
2023
Q1 | $1.51M | Buy |
|
|||||
|
2022
Q4 | $1.3M | Buy |
|
|||||
|
2022
Q3 | $646K | Buy |
|
|||||
|
2022
Q2 | $454K | Buy |
|
|||||
|
2022
Q1 | $441K | Buy |
|
|||||
|
2021
Q4 | $417K | Buy |
|
|||||
|
2021
Q3 | $394K | Buy |
|
|||||
|
2021
Q2 | $277K | Buy |
|