Sanchez Wealth Management Group’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 | $432K | Hold |
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|
2025
Q2 | $419K | Hold |
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|
2025
Q1 | $443K | Hold |
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|
2024
Q4 | $432K | Buy |
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|
2024
Q3 | $446K | Hold |
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|
2024
Q2 | $410K | Hold |
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|
2024
Q1 | $425K | Hold |
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|
2023
Q4 | $402K | Hold |
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|
2023
Q3 | $373K | Hold |
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|
2023
Q2 | $383K | Hold |
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|
2023
Q1 | $386K | Hold |
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|
2022
Q4 | $399K | Hold |
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|
2022
Q3 | $351K | Hold |
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|
2022
Q2 | $378K | Hold |
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|
2022
Q1 | $416K | Hold |
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|
2021
Q4 | $426K | Hold |
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|
2021
Q3 | $392K | Hold |
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|
2021
Q2 | $399K | Hold |
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|
2021
Q1 | $385K | Hold |
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|
2020
Q4 | $338K | Hold |
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|
2020
Q3 | $292K | Hold |
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|
2020
Q2 | $273K | Hold |
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|
2020
Q1 | $237K | Hold |
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|
2019
Q4 | $306K | Hold |
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|
2019
Q3 | $289K | Hold |
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|
2019
Q2 | $280K | Hold |
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|
2019
Q1 | $276K | Hold |
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|
2018
Q4 | $248K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $260K | Buy |
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|
2018
Q1 | $251K | Buy |
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|
2017
Q4 | $272K | Buy |
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