Wagner Wealth Management (South Carolina)’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
Q4 | $217K | Buy |
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|
2025
Q3 | $213K | Sell |
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|
2025
Q2 | $210K | Buy |
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|
2025
Q1 | $214K | Buy |
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|
2024
Q4 | $208K | Buy |
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|
2024
Q3 | $212K | Sell |
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|
2024
Q2 | $208K | Buy |
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|
2024
Q1 | $205K | Buy |
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|
2023
Q4 | $193K | Buy |
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|
2023
Q3 | $171K | Buy |
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|
2023
Q2 | $174K | Buy |
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|
2023
Q1 | $174K | Buy |
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|
2022
Q4 | $178K | Buy |
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|
2022
Q3 | $155K | Buy |
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|
2022
Q2 | $166K | Sell |
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|
2022
Q1 | $362K | Buy |
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|
2021
Q4 | $196K | Buy |
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|
2021
Q3 | $186K | Buy |
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|
2021
Q2 | $180K | Sell |
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|
2021
Q1 | $200K | Buy |
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|
2020
Q4 | $140K | Buy |
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|
2018
Q3 | $137K | Buy |
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|
2018
Q2 | $127K | Sell |
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|
2018
Q1 | $133K | Buy |
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|
2017
Q4 | $134K | Buy |
|