Sittner & Nelson’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 | $3.44K | Sell |
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|
2025
Q2 | $7.16K | Hold |
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|
2025
Q1 | $7.55K | Hold |
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|
2024
Q4 | $7.38K | Buy |
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|
2024
Q3 | $4.06K | Hold |
|
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|
2024
Q2 | $3.73K | Sell |
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|
2024
Q1 | $84.5K | Hold |
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|
2023
Q4 | $79.8K | Buy |
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|
2023
Q3 | $70.8K | Hold |
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|
2023
Q2 | $72.6K | Sell |
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|
2023
Q1 | $146K | Hold |
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|
2022
Q4 | $151K | Hold |
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|
2022
Q3 | $133K | Hold |
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|
2022
Q2 | $143K | Hold |
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|
2022
Q1 | $158K | Hold |
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|
2021
Q4 | $162K | Buy |
|