Valley Forge Investment Consultants’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 | $3.6M | Sell |
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|
2025
Q2 | $3.65M | Buy |
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|
2025
Q1 | $3.84M | Sell |
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|
2024
Q4 | $4.4M | Sell |
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|
2024
Q3 | $4.85M | Sell |
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|
2024
Q2 | $5.11M | Sell |
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|
2024
Q1 | $5.6M | Sell |
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|
2023
Q4 | $5.77M | Sell |
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|
2023
Q3 | $5.93M | Buy |
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|
2023
Q2 | $5.83M | Buy |
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|
2023
Q1 | $5.66M | Sell |
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|
2022
Q4 | $6.13M | Buy |
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|
2022
Q3 | $4.54M | Buy |
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|
2022
Q2 | $4.09M | Buy |
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|
2022
Q1 | $4.21M | Buy |
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|
2021
Q4 | $3.53M | Buy |
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|
2021
Q3 | $2.83M | Sell |
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|
2021
Q2 | $2.93M | Buy |
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|
2021
Q1 | $2.26M | Buy |
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|
2020
Q4 | $1.65M | Buy |
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