St. Johns Investment 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
Q3 | $6.07M | Buy |
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|
2025
Q2 | $5.6M | Sell |
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|
2025
Q1 | $5.98M | Buy |
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|
2024
Q4 | $5.81M | Sell |
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|
2024
Q3 | $6.02M | Sell |
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|
2024
Q2 | $5.81M | Sell |
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|
2024
Q1 | $6.24M | Sell |
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|
2023
Q4 | $6.19M | Sell |
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|
2023
Q3 | $5.81M | Sell |
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|
2023
Q2 | $6.02M | Sell |
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|
2023
Q1 | $6.34M | Sell |
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|
2022
Q4 | $6.62M | Buy |
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|
2022
Q3 | $5.06M | Buy |
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|
2022
Q2 | $1.33M | Buy |
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|
2022
Q1 | $35K | Sell |
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|
2021
Q4 | $40K | Buy |
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|
2021
Q3 | $37K | Buy |
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|
2021
Q2 | $36K | Hold |
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|
2021
Q1 | $35K | Buy |
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|
2020
Q4 | $1K | Buy |
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|
2020
Q3 | $1K | Buy |
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