Sharkey, Howes & Javer’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $658K | Buy |
20,763
+49
| +0.2% | +$1.55K | 0.08% | 103 |
|
|
2026
Q1 | $636K | Buy |
20,714
+968
| +5% | +$29.4K | 0.09% | 102 |
|
|
2025
Q4 | $542K | Sell |
19,746
-3,459
| -15% | -$94.1K | 0.07% | 113 |
|
|
2025
Q3 | $634K | Sell |
23,205
-2,065
| -8% | -$56.3K | 0.08% | 105 |
|
|
2025
Q2 | $670K | Buy |
25,270
+1,017
| +4% | +$26.6K | 0.09% | 103 |
|
|
2025
Q1 | $678K | Sell |
24,253
-987
| -4% | -$27.5K | 0.1% | 96 |
|
|
2024
Q4 | $690K | Buy |
25,240
+649
| +3% | +$18.4K | 0.1% | 97 |
|
|
2024
Q3 | $693K | Buy |
24,591
+2,199
| +10% | +$59.9K | 0.1% | 92 |
|
|
2024
Q2 | $580K | Sell |
22,392
-11,022
| -33% | -$287K | 0.09% | 81 |
|
|
2024
Q1 | $898K | Sell |
33,414
-14,457
| -30% | -$373K | 0.15% | 71 |
|
|
2023
Q4 | $1.21M | Sell |
47,871
-253,869
| -84% | -$6.05M | 0.21% | 60 |
|
|
2023
Q3 | $7.12M | Sell |
301,740
-225,174
| -43% | -$5.53M | 1.36% | 16 |
|
|
2023
Q2 | $12.8M | Sell |
526,914
-474,540
| -47% | -$11.3M | 2.41% | 10 |
|
|
2023
Q1 | $24.4M | Sell |
1,001,454
-420,270
| -30% | -$10.5M | 5.24% | 6 |
|
|
2022
Q4 | $35.8M | Buy |
1,421,724
+441,354
| +45% | +$10.9M | 8.22% | 3 |
|
|
2022
Q3 | $21.7M | Sell |
980,370
-175,959
| -15% | -$4.27M | 4.73% | 5 |
|
|
2022
Q2 | $27.6M | Buy |
1,156,329
+490,413
| +74% | +$12.5M | 6.69% | 4 |
|
|
2022
Q1 | $17.5M | Buy |
665,916
+192,921
| +41% | +$5.05M | 4.01% | 6 |
|
|
2021
Q4 | $12.7M | Sell |
472,995
-6,972
| -1% | -$181K | 2.88% | 9 |
|
|
2021
Q3 | $11.9M | Sell |
479,967
-6,300
| -1% | -$160K | 3.07% | 10 |
|
|
2021
Q2 | $12.3M | Buy |
486,267
+359,073
| +282% | +$9.07M | 3.25% | 12 |
|
|
2021
Q1 | $3.09M | Sell |
127,194
-9,624
| -7% | -$219K | 0.97% | 23 |
|
|
2020
Q4 | $2.92M | Sell |
136,818
-8,325
| -6% | -$169K | 0.98% | 23 |
|
|
2020
Q3 | $2.67M | Sell |
145,143
-70,248
| -33% | -$1.29M | 1.02% | 22 |
|
|
2020
Q2 | $3.71M | Sell |
215,391
-292,545
| -58% | -$4.94M | 1.64% | 19 |
|
|
2020
Q1 | $7.62M | Buy |
507,936
+234,348
| +86% | +$4.21M | 3.97% | 7 |
|
|
2019
Q4 | $5.28M | Sell |
273,588
-6,897
| -2% | -$129K | 2.23% | 14 |
|
|
2019
Q3 | $5.12M | Sell |
280,485
-1,860
| -0.7% | -$33.3K | 2.21% | 14 |
|
|
2019
Q2 | $5M | Sell |
282,345
-5,100
| -2% | -$89.7K | 2.27% | 15 |
|
|
2019
Q1 | $5.01M | Sell |
287,445
-378,420
| -57% | -$6.36M | 2.34% | 14 |
|
|
2018
Q4 | $10.4M | Sell |
665,865
-11,745
| -2% | -$196K | 6.79% | 5 |
|
|
2018
Q3 | $12M | Sell |
677,610
-10,167
| -1% | -$176K | 6.26% | 6 |
|
|
2018
Q2 | $11.3M | Sell |
687,777
-11,553
| -2% | -$190K | 6.27% | 6 |
|
|
2018
Q1 | $11.4M | Sell |
699,330
-23,067
| -3% | -$393K | 6.46% | 6 |
|
|
2017
Q4 | $12.3M | Sell |
722,397
-136,791
| -16% | -$2.25M | 7.19% | 6 |
|
|
2017
Q3 | $13.7M | Sell |
859,188
-22,098
| -3% | -$338K | 7.21% | 6 |
|
|
2017
Q2 | $13.2M | Sell |
881,286
-140,619
| -14% | -$2.11M | 7.48% | 6 |
|
|
2017
Q1 | $15.2M | Buy |
1,021,905
+192,933
| +23% | +$2.84M | 8.03% | 5 |
|
|
2016
Q4 | $12M | Buy |
828,972
+27,456
| +3% | +$390K | 7.29% | 6 |
|
|
2016
Q3 | $11.3M | Buy |
801,516
+20,826
| +3% | +$294K | 6.84% | 7 |
|
|
2016
Q2 | $10.8M | Buy |
780,690
+318,669
| +69% | +$4.3M | 6.73% | 7 |
|
|
2016
Q1 | $6.17M | Sell |
462,021
-596,109
| -56% | -$7.56M | 4.53% | 8 |
|
|
2015
Q4 | $13.6M | Sell |
1,058,130
-472,218
| -31% | -$6.08M | 9.49% | 3 |
|
|
2015
Q3 | $18.5M | Sell |
1,530,348
-523,119
| -25% | -$6.53M | 14.25% | 2 |
|
|
2015
Q2 | $26.2M | Sell |
2,053,467
-7,386
| -0.4% | -$97.8K | 19.78% | 2 |
|
|
2015
Q1 | $27.1M | Buy |
+2,060,853
| New | +$27.4M | 17.37% | 2 |
|
Other funds holding SCHD
KFP
HWA
HFS
SIG
SFWA
BCM
FFN
SCA
BFS