Sunburst Financial Group’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 | $12.8M | Sell |
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|
2025
Q2 | $36.7M | Buy |
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|
2025
Q1 | $37.5M | Buy |
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|
2024
Q4 | $35.8M | Buy |
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|
2024
Q3 | $34.4M | Sell |
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|
2024
Q2 | $31.8M | Sell |
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|
2024
Q1 | $34.2M | Sell |
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|
2023
Q4 | $34.1M | Sell |
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|
2023
Q3 | $32.4M | Buy |
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|
2023
Q2 | $32.9M | Buy |
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|
2023
Q1 | $32.3M | Buy |
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|
2022
Q4 | $32.8M | Buy |
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|
2022
Q3 | $28.2M | Buy |
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|
2022
Q2 | $29M | Buy |
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|
2022
Q1 | $30.4M | Buy |
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|
2021
Q4 | $28.4M | Buy |
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|
2021
Q3 | $19.8M | Buy |
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|
2021
Q2 | $18.6M | Buy |
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|
2021
Q1 | $16.2M | Buy |
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|
2020
Q4 | $12.9M | Buy |
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|
2020
Q3 | $10M | Buy |
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|
2020
Q2 | $8.77M | Buy |
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|
2020
Q1 | $7.11M | Buy |
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|
2019
Q4 | $4.87M | Buy |
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