Stephens 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
Q3 | – | Sell |
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|
2025
Q2 | $71.7K | Sell |
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|
2025
Q1 | $95.9K | Sell |
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|
2024
Q4 | $364K | Sell |
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|
2024
Q3 | $687K | Sell |
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|
2024
Q2 | $694K | Sell |
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|
2024
Q1 | $825K | Sell |
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|
2023
Q4 | $792K | Sell |
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|
2023
Q3 | $769K | Sell |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.43M | Buy |
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