Triton Wealth 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
Q2 | $1.1M | Buy |
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|
2024
Q4 | $3.04M | Sell |
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|
2024
Q3 | $2.99M | Buy |
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|
2024
Q2 | $2.84M | Buy |
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|
2024
Q1 | $2.4M | Sell |
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|
2023
Q4 | $2.4M | Buy |
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|
2023
Q3 | $2.18M | Sell |
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|
2023
Q2 | $3.01M | Buy |
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|
2023
Q1 | $2.86M | Sell |
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|
2022
Q4 | $3.27M | Buy |
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|
2022
Q3 | $2.96M | Buy |
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|
2022
Q2 | $3.12M | Buy |
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|
2022
Q1 | $3.11M | Hold |
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|
2021
Q4 | $3.11M | Sell |
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|
2021
Q3 | $3.94M | Sell |
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|
2021
Q2 | $4.03M | Buy |
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|
2021
Q1 | $445K | Sell |
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|
2020
Q4 | $396K | Sell |
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|
2020
Q3 | $368K | Buy |
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|
2020
Q2 | $348K | Buy |
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|
2020
Q1 | $319K | Buy |
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