Thompson Davis & Co’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 | $419K | Sell |
|
|||||
|
2025
Q1 | $468K | Buy |
|
|||||
|
2024
Q4 | $455K | Buy |
|
|||||
|
2024
Q3 | $425K | Buy |
|
|||||
|
2024
Q2 | $282K | Sell |
|
|||||
|
2024
Q1 | $309K | Buy |
|
|||||
|
2023
Q4 | $290K | Sell |
|
|||||
|
2023
Q3 | $356K | Buy |
|
|||||
|
2023
Q2 | $322K | Sell |
|
|||||
|
2023
Q1 | $324K | Buy |
|
|||||
|
2022
Q4 | $278K | Buy |
|