SIC
SJS Investment Consulting’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.5K | Hold |
2,775
| – | – | 0.01% | 151 |
|
|
2025
Q1 | $77.6K | Hold |
2,775
| – | – | 0.01% | 158 |
|
|
2024
Q4 | $75.8K | Buy |
2,775
+1,850
| +200% | +$50.5K | 0.01% | 158 |
|
|
2024
Q3 | $78.2K | Hold |
925
| – | – | 0.01% | 155 |
|
|
2024
Q2 | $71.9K | Sell |
925
-933
| -50% | -$72.6K | 0.01% | 147 |
|
|
2024
Q1 | $150K | Sell |
1,858
-3,191
| -63% | -$257K | 0.03% | 106 |
|
|
2023
Q4 | $384K | Buy |
5,049
+2,188
| +76% | +$167K | 0.09% | 53 |
|
|
2023
Q3 | $202K | Buy |
2,861
+103
| +4% | +$7.29K | 0.05% | 79 |
|
|
2023
Q2 | $200K | Sell |
2,758
-225
| -8% | -$16.3K | 0.05% | 78 |
|
|
2023
Q1 | $218K | Buy |
2,983
+2,050
| +220% | +$150K | 0.06% | 69 |
|
|
2022
Q4 | $70.5K | Hold |
933
| – | – | 0.02% | 133 |
|
|
2022
Q3 | $62K | Buy |
+933
| New | +$62K | 0.02% | 145 |
|
|
2022
Q1 | $76K | Hold |
960
| – | – | 0.02% | 146 |
|
|
2021
Q4 | $78K | Buy |
+960
| New | +$78K | 0.02% | 144 |
|