Traphagen Investment Advisors’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 | $1.08M | Buy |
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|
2025
Q2 | $808K | Buy |
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|
2025
Q1 | $818K | Buy |
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|
2024
Q4 | $784K | Sell |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $1.17M | Sell |
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|
2024
Q1 | $1.89M | Sell |
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|
2023
Q4 | $11.8M | Sell |
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|
2023
Q3 | $18.7M | Buy |
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|
2023
Q2 | $17.8M | Buy |
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|
2023
Q1 | $16.6M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $330K | Sell |
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|
2020
Q1 | $288K | Sell |
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|
2019
Q4 | $409K | Sell |
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|
2019
Q3 | $406K | Buy |
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|
2019
Q2 | $376K | Buy |
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|
2019
Q1 | $371K | Buy |
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