Stockman Wealth 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 | $396K | Sell |
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|
2025
Q2 | $401K | Sell |
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|
2025
Q1 | $432K | Sell |
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|
2024
Q4 | $491K | Buy |
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|
2024
Q3 | $435K | Sell |
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|
2024
Q2 | $449K | Sell |
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|
2024
Q1 | $495K | Sell |
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|
2023
Q4 | $497K | Sell |
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|
2023
Q3 | $481K | Sell |
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|
2023
Q2 | $601K | Sell |
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|
2023
Q1 | $618K | Sell |
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|
2022
Q4 | $809K | Sell |
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|
2022
Q3 | $994K | Buy |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $1.21M | Sell |
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|
2021
Q4 | $1.5M | Sell |
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|
2021
Q3 | $1.55M | Sell |
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|
2021
Q2 | $2.25M | Sell |
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|
2021
Q1 | $2.48M | Sell |
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|
2020
Q4 | $2.79M | Sell |
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|
2020
Q3 | $2.53M | Sell |
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|
2020
Q2 | $2.45M | Sell |
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|
2020
Q1 | $2.33M | Sell |
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|
2019
Q4 | $3.17M | Buy |
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|
2019
Q3 | $2.97M | Buy |
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|
2019
Q2 | $2.77M | Buy |
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|
2019
Q1 | $2.42M | Sell |
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|
2018
Q4 | $2.18M | Buy |
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|
2018
Q3 | $2.43M | Sell |
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|
2018
Q2 | $2.28M | Sell |
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|
2018
Q1 | $2.33M | Sell |
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|
2017
Q4 | $2.44M | Sell |
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|
2017
Q3 | $2.4M | Buy |
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|
2017
Q2 | $1.36M | Sell |
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|
2017
Q1 | $2.33M | Sell |
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|
2016
Q4 | $2.39M | Buy |
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|
2016
Q3 | $2.32M | Sell |
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|
2016
Q2 | $2.39M | Buy |
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|
2016
Q1 | $2.3M | Buy |
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|
2015
Q4 | $2.15M | Buy |
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|
2015
Q3 | $1.92M | Buy |
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|
2015
Q2 | $1.58M | Buy |
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|
2015
Q1 | $1.42M | Buy |
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|
2014
Q4 | $1.24M | Buy |
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