Van Cleef Asset 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 | $753K | Sell |
|
|||||
|
2025
Q1 | $815K | Sell |
|
|||||
|
2024
Q4 | $808K | Buy |
|
|||||
|
2024
Q3 | $826K | Buy |
|
|||||
|
2024
Q2 | $751K | Buy |
|
|||||
|
2024
Q1 | $639K | Sell |
|
|||||
|
2023
Q4 | $640K | Buy |
|
|||||
|
2023
Q3 | $583K | Sell |
|
|||||
|
2023
Q2 | $631K | Sell |
|
|||||
|
2023
Q1 | $754K | Sell |
|
|||||
|
2022
Q4 | $814K | Sell |
|
|||||
|
2022
Q3 | $735K | Sell |
|
|||||
|
2022
Q2 | $807K | Sell |
|
|||||
|
2022
Q1 | $944K | Buy |
|
|||||
|
2021
Q4 | $946K | Sell |
|
|||||
|
2021
Q3 | $882K | Sell |
|
|||||
|
2021
Q2 | $914K | Sell |
|
|||||
|
2021
Q1 | $930K | Sell |
|
|||||
|
2020
Q4 | $917K | Sell |
|
|||||
|
2020
Q3 | $809K | Buy |
|
|||||
|
2020
Q2 | $742K | Sell |
|
|||||
|
2020
Q1 | $746K | Sell |
|
|||||
|
2019
Q4 | $1.07M | Buy |
|
|||||
|
2019
Q3 | $904K | Sell |
|
|||||
|
2019
Q2 | $920K | Buy |
|
|||||
|
2019
Q1 | $900K | Sell |
|
|||||
|
2018
Q4 | $826K | Buy |
|
|||||
|
2018
Q3 | $865K | Sell |
|
|||||
|
2018
Q2 | $975K | Sell |
|
|||||
|
2018
Q1 | $1M | Buy |
|
|||||
|
2017
Q4 | $1.04M | Sell |
|
|||||
|
2017
Q3 | $1.03M | Sell |
|
|||||
|
2017
Q2 | $1.06M | Sell |
|
|||||
|
2017
Q1 | $1.08M | Sell |
|
|||||
|
2016
Q4 | $1.06M | Buy |
|
|||||
|
2016
Q3 | $987K | Sell |
|
|||||
|
2016
Q2 | $1.1M | Sell |
|
|||||
|
2016
Q1 | $1.22M | Sell |
|
|||||
|
2015
Q4 | $1.38M | Sell |
|
|||||
|
2015
Q3 | $1.4M | Buy |
|
|||||
|
2015
Q2 | $1.28M | Sell |
|
|||||
|
2015
Q1 | $1.48M | Sell |
|
|||||
|
2014
Q4 | $1.55M | Buy |
|
|||||
|
2014
Q3 | $1.23M | Sell |
|
|||||
|
2014
Q2 | $1.24M | Buy |
|
|||||
|
2014
Q1 | $1.16M | Sell |
|
|||||
|
2013
Q4 | $1.16M | Buy |
|
|||||
|
2013
Q3 | $822K | Sell |
|
|||||
|
2013
Q2 | $836K | Buy |
|