Salem Investment Counselors’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 | $1.7M | Sell |
|
|||||
|
2025
Q2 | $1.84M | Sell |
|
|||||
|
2025
Q1 | $2.05M | Sell |
|
|||||
|
2024
Q4 | $2.06M | Sell |
|
|||||
|
2024
Q3 | $2.13M | Buy |
|
|||||
|
2024
Q2 | $1.98M | Buy |
|
|||||
|
2024
Q1 | $1.45M | Sell |
|
|||||
|
2023
Q4 | $1.39M | Buy |
|
|||||
|
2023
Q3 | $1.29M | Buy |
|
|||||
|
2023
Q2 | $1.31M | Buy |
|
|||||
|
2023
Q1 | $1.31M | Buy |
|
|||||
|
2022
Q4 | $1.32M | Sell |
|
|||||
|
2022
Q3 | $1.23M | Sell |
|
|||||
|
2022
Q2 | $1.33M | Buy |
|
|||||
|
2022
Q1 | $1.36M | Buy |
|
|||||
|
2021
Q4 | $1.31M | Buy |
|
|||||
|
2021
Q3 | $912K | Buy |
|
|||||
|
2021
Q2 | $898K | Buy |
|
|||||
|
2021
Q1 | $602K | Buy |
|
|||||
|
2020
Q4 | $385K | Buy |
|
|||||
|
2020
Q3 | $90K | Hold |
|
|||||
|
2020
Q2 | $84K | Hold |
|
|||||
|
2020
Q1 | $73K | Hold |
|
|||||
|
2019
Q4 | $94K | Hold |
|
|||||
|
2019
Q3 | $89K | Hold |
|
|||||
|
2019
Q2 | $86K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $339K | Buy |
|
|||||
|
2016
Q4 | $326K | Hold |
|
|||||
|
2016
Q3 | $3.17K | Hold |
|
|||||
|
2016
Q2 | $310K | Hold |
|
|||||
|
2016
Q1 | $300K | Hold |
|
|||||
|
2015
Q4 | $289K | Sell |
|
|||||
|
2015
Q3 | $268K | Sell |
|
|||||
|
2015
Q2 | $296K | Hold |
|
|||||
|
2015
Q1 | $305K | Buy |
|
|||||
|
2014
Q4 | $257K | Sell |
|
|||||
|
2014
Q3 | $249K | Buy |
|
|||||
|
2014
Q2 | $234K | Buy |
|
|||||
|
2014
Q1 | $225K | Buy |
|
|||||
|
2013
Q4 | $211K | Buy |
|