Schrum Private Wealth Management’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 | $651K | Buy |
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|
2025
Q2 | $627K | Buy |
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|
2025
Q1 | $657K | Sell |
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|
2024
Q4 | $780K | Sell |
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|
2024
Q3 | $1.59M | Buy |
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|
2024
Q2 | $765K | Sell |
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|
2024
Q1 | $899K | Buy |
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|
2023
Q4 | $715K | Sell |
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|
2023
Q3 | $716K | Buy |
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|
2023
Q2 | $731K | Buy |
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|
2023
Q1 | $719K | Buy |
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|
2022
Q4 | $588K | Buy |
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|
2022
Q3 | $301K | Buy |
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|
2022
Q2 | $241K | Buy |
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