TS Financial Group (TSFG)’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 | $485K | Buy |
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|
2025
Q2 | $468K | Buy |
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|
2025
Q1 | $491K | Buy |
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|
2024
Q4 | $423K | Sell |
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|
2024
Q3 | $441K | Buy |
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|
2024
Q2 | $401K | Sell |
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|
2024
Q1 | $417K | Sell |
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|
2023
Q4 | $1.88M | Sell |
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|
2023
Q3 | $1.78M | Buy |
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|
2023
Q2 | $1.77M | Buy |
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|
2023
Q1 | $1.5M | Sell |
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|
2022
Q4 | $1.74M | Sell |
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|
2022
Q3 | $1.58M | Sell |
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|
2022
Q2 | $1.89M | Buy |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $975K | Buy |
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|
2021
Q2 | $962K | Buy |
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|
2021
Q1 | $921K | Sell |
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|
2020
Q4 | $823K | Buy |
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|
2020
Q3 | $709K | Buy |
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|
2020
Q2 | $663K | Buy |
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|
2020
Q1 | $576K | Sell |
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|
2019
Q4 | $775K | Buy |
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|
2019
Q3 | $719K | Buy |
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|
2019
Q2 | $696K | Hold |
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|
2019
Q1 | $686K | Buy |
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