Traynor Capital Management’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 | $869K | Buy |
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|
2025
Q2 | $710K | Buy |
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|
2025
Q1 | $733K | Buy |
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|
2024
Q4 | $524K | Sell |
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|
2024
Q3 | $589K | Buy |
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|
2024
Q2 | $479K | Buy |
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|
2024
Q1 | $495K | Buy |
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|
2023
Q4 | $304K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $221K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $223K | Buy |
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|
2021
Q4 | $218K | Buy |
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