Toth Financial Advisory’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 | $210K | Sell |
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|
2025
Q2 | $212K | Buy |
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|
2025
Q1 | $214K | Sell |
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|
2024
Q4 | $243K | Sell |
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|
2024
Q3 | $263K | Buy |
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|
2024
Q2 | $191K | Sell |
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|
2024
Q1 | $208K | Buy |
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|
2023
Q4 | $188K | Sell |
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|
2023
Q3 | $183K | Buy |
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|
2023
Q2 | $172K | Buy |
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|
2023
Q1 | $162K | Buy |
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|
2022
Q4 | $166K | Buy |
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|
2022
Q3 | $139K | Buy |
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|
2022
Q2 | $137K | Buy |
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|
2022
Q1 | $128K | Buy |
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|
2021
Q4 | $116K | Buy |
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|
2021
Q3 | $105K | Buy |
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|
2021
Q2 | $40K | Buy |
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|
2021
Q1 | $28K | Sell |
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|
2020
Q4 | $25K | Hold |
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|
2020
Q3 | $22K | Buy |
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|
2020
Q2 | $15K | Buy |
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|
2020
Q1 | $2K | Sell |
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|
2019
Q4 | $325K | Sell |
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|
2019
Q3 | $311K | Sell |
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|
2019
Q2 | $333K | Sell |
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|
2019
Q1 | $369K | Sell |
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|
2018
Q4 | $344K | Sell |
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|
2018
Q3 | $423K | Sell |
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|
2018
Q2 | $482K | Sell |
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|
2018
Q1 | $551K | Sell |
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|
2017
Q4 | $650K | Sell |
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|
2017
Q3 | $620K | Sell |
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|
2017
Q2 | $603K | Sell |
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|
2017
Q1 | $685K | Sell |
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|
2016
Q4 | $830K | Sell |
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|
2016
Q3 | $871K | Sell |
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|
2016
Q2 | $865K | Sell |
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|
2016
Q1 | $988K | Sell |
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|
2015
Q4 | $968K | Buy |
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|
2015
Q3 | $768K | Sell |
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|
2015
Q2 | $939K | Sell |
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|
2015
Q1 | $1.09M | Buy |
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|
2014
Q4 | $1.02M | Buy |
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|
2014
Q3 | $622K | Buy |
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|
2014
Q2 | $551K | Buy |
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|
2014
Q1 | $493K | Buy |
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|
2013
Q4 | $252K | Buy |
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