Tompkins Financial’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 | $12.9K | Hold |
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|
2025
Q2 | $12.6K | Hold |
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|
2025
Q1 | $13.3K | Hold |
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|
2024
Q4 | $12.9K | Sell |
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|
2024
Q3 | $81K | Hold |
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|
2024
Q2 | $74.5K | Sell |
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|
2024
Q1 | $119K | Buy |
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|
2023
Q4 | $69.6K | Buy |
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|
2023
Q3 | $56.6K | Sell |
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|
2023
Q2 | $83.5K | Buy |
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|
2023
Q1 | $76.8K | Hold |
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|
2022
Q4 | $79K | Sell |
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|
2022
Q3 | $121K | Buy |
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|
2022
Q2 | $75K | Hold |
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|
2022
Q1 | $83K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $9K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $31K | Buy |
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