TIM
Total Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.6K | Buy |
+1,607
| New | +$42.6K | 0.01% | 181 |
|
|
2019
Q4 | – | Sell |
-11,942
| Closed | -$654K | – | 60 |
|
|
2019
Q3 | $654K | Buy |
11,942
+112
| +0.9% | +$6.13K | 0.13% | 27 |
|
|
2019
Q2 | $613K | Buy |
11,830
+1,400
| +13% | +$72.5K | 0.14% | 27 |
|
|
2019
Q1 | $538K | Sell |
10,430
-449
| -4% | -$23.2K | 0.13% | 30 |
|
|
2018
Q4 | $546K | Sell |
10,879
-68
| -0.6% | -$3.41K | 0.17% | 25 |
|
|
2018
Q3 | $580K | Sell |
10,947
-300
| -3% | -$15.9K | 0.13% | 24 |
|
|
2018
Q2 | $554K | Buy |
11,247
+1,193
| +12% | +$58.8K | 0.13% | 23 |
|
|
2018
Q1 | $493K | Sell |
10,054
-1,265
| -11% | -$62K | 0.12% | 24 |
|
|
2017
Q4 | $579K | Buy |
11,319
+1,106
| +11% | +$56.6K | 0.17% | 20 |
|
|
2017
Q3 | $478K | Sell |
10,213
-6,951
| -40% | -$325K | 0.16% | 20 |
|
|
2017
Q2 | $774K | Sell |
17,164
-4
| -0% | -$180 | 0.26% | 20 |
|
|
2017
Q1 | $765K | Sell |
17,168
-4,575
| -21% | -$204K | 0.26% | 19 |
|
|
2016
Q4 | $947K | Buy |
+21,743
| New | +$947K | 0.31% | 17 |
|