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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $302K | Hold |
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|
2025
Q2 | $293K | Hold |
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|
2025
Q1 | $310K | Buy |
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|
2024
Q4 | $258K | Sell |
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|
2024
Q3 | $282K | Hold |
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|
2024
Q2 | $259K | Hold |
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|
2024
Q1 | $269K | Buy |
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|
2023
Q4 | $251K | Hold |
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|
2023
Q3 | $233K | Buy |
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|
2023
Q2 | $239K | Buy |
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|
2022
Q4 | $285K | Sell |
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|
2022
Q3 | $260K | Hold |
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|
2022
Q2 | $281K | Hold |
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|
2022
Q1 | $309K | Buy |
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|
2021
Q4 | $278K | Buy |
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|
2021
Q3 | $251K | Sell |
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|
2021
Q2 | $315K | Buy |
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|
2021
Q1 | $202K | Buy |
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