Security National Bank of Sioux City Iowa’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Hold |
11,070
| – | – | 0.21% | 74 |
|
|
2025
Q1 | $310K | Buy |
11,070
+1,620
| +17% | +$45.3K | 0.22% | 74 |
|
|
2024
Q4 | $258K | Sell |
9,450
-555
| -6% | -$15.2K | 0.18% | 84 |
|
|
2024
Q3 | $282K | Hold |
10,005
| – | – | 0.17% | 90 |
|
|
2024
Q2 | $259K | Hold |
10,005
| – | – | 0.19% | 82 |
|
|
2024
Q1 | $269K | Buy |
10,005
+120
| +1% | +$3.23K | 0.19% | 83 |
|
|
2023
Q4 | $251K | Hold |
9,885
| – | – | 0.19% | 84 |
|
|
2023
Q3 | $233K | Buy |
9,885
+15
| +0.2% | +$354 | 0.18% | 84 |
|
|
2023
Q2 | $239K | Buy |
+9,870
| New | +$239K | 0.18% | 82 |
|
|
2022
Q4 | $285K | Sell |
11,310
-450
| -4% | -$11.3K | 0.22% | 84 |
|
|
2022
Q3 | $260K | Hold |
11,760
| – | – | 0.23% | 80 |
|
|
2022
Q2 | $281K | Hold |
11,760
| – | – | 0.24% | 78 |
|
|
2022
Q1 | $309K | Buy |
11,760
+1,425
| +14% | +$37.4K | 0.23% | 74 |
|
|
2021
Q4 | $278K | Buy |
10,335
+180
| +2% | +$4.84K | 0.19% | 81 |
|
|
2021
Q3 | $251K | Sell |
10,155
-2,358
| -19% | -$58.3K | 0.19% | 79 |
|
|
2021
Q2 | $315K | Buy |
12,513
+4,203
| +51% | +$106K | 0.25% | 76 |
|
|
2021
Q1 | $202K | Buy |
+8,310
| New | +$202K | 0.16% | 98 |
|