Sheets Smith 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
Q2 | $7.71M | Buy |
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|
2025
Q1 | $8.02M | Sell |
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|
2024
Q4 | $9.09M | Sell |
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|
2024
Q3 | $9.39M | Sell |
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|
2024
Q2 | $8.8M | Sell |
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|
2024
Q1 | $9.28M | Sell |
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|
2023
Q4 | $8.83M | Sell |
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|
2023
Q3 | $8.29M | Buy |
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|
2023
Q2 | $8.37M | Sell |
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|
2023
Q1 | $8.44M | Sell |
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|
2022
Q4 | $8.95M | Buy |
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|
2022
Q3 | $7.85M | Buy |
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|
2022
Q2 | $8.43M | Buy |
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|
2022
Q1 | $8.97M | Buy |
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|
2021
Q4 | $7.75M | Buy |
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|
2021
Q3 | $7M | Sell |
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|
2021
Q2 | $7.29M | Buy |
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|
2021
Q1 | $5.96M | Buy |
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|
2020
Q4 | $5.1M | Sell |
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|
2020
Q3 | $4.45M | Sell |
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|
2020
Q2 | $4.57M | Sell |
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|
2020
Q1 | $4.12M | Buy |
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|
2019
Q4 | $1.48M | Buy |
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|
2019
Q3 | $1.29M | Buy |
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|
2019
Q2 | $1.19M | Buy |
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|
2019
Q1 | $1.12M | Sell |
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|
2018
Q4 | $1.01M | Buy |
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|
2018
Q3 | $954K | Buy |
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|
2018
Q2 | $730K | Buy |
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|
2018
Q1 | $563K | Buy |
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