Signet Financial 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 | – | Sell |
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|
2025
Q1 | $238K | Sell |
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|
2024
Q4 | $312K | Sell |
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|
2024
Q3 | $350K | Sell |
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|
2024
Q2 | $364K | Sell |
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|
2024
Q1 | $431K | Buy |
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|
2023
Q4 | $406K | Sell |
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|
2023
Q3 | $383K | Sell |
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|
2023
Q2 | $433K | Sell |
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|
2023
Q1 | $453K | Sell |
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|
2022
Q4 | $513K | Sell |
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|
2022
Q3 | $481K | Buy |
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|
2022
Q2 | $481K | Sell |
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|
2022
Q1 | $554K | Sell |
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|
2021
Q4 | $576K | Sell |
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|
2021
Q3 | $670K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $577K | Buy |
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|
2020
Q4 | $481K | Buy |
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|
2020
Q3 | $420K | Sell |
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|
2020
Q2 | $431K | Sell |
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|
2020
Q1 | $384K | Buy |
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