SJS Investment Consulting’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 | $73.5K | Hold |
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|
2025
Q1 | $77.6K | Hold |
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|
2024
Q4 | $75.8K | Hold |
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|
2024
Q3 | $78.2K | Hold |
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|
2024
Q2 | $71.9K | Sell |
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|
2024
Q1 | $150K | Sell |
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|
2023
Q4 | $384K | Buy |
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|
2023
Q3 | $202K | Buy |
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|
2023
Q2 | $200K | Sell |
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|
2023
Q1 | $218K | Buy |
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|
2022
Q4 | $70.5K | Hold |
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|
2022
Q3 | $62K | Buy |
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|
2022
Q1 | $76K | Hold |
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|
2021
Q4 | $78K | Buy |
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