Walker Financial Services’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 | $32.3M | Sell |
|
|||||
|
2025
Q2 | $40.4M | Buy |
|
|||||
|
2025
Q1 | $39.4M | Buy |
|
|||||
|
2024
Q4 | $35.7M | Buy |
|
|||||
|
2024
Q3 | $32.7M | Buy |
|
|||||
|
2024
Q2 | $27.5M | Buy |
|
|||||
|
2024
Q1 | $26.1M | Buy |
|
|||||
|
2023
Q4 | $22.6M | Sell |
|
|||||
|
2023
Q3 | $22.5M | Buy |
|
|||||
|
2023
Q2 | $20.7M | Buy |
|
|||||
|
2023
Q1 | $19.4M | Hold |
|
|||||
|
2022
Q4 | $19.4M | Sell |
|
|||||
|
2022
Q3 | $18.3M | Sell |
|
|||||
|
2022
Q2 | $19.9M | Buy |
|
|||||
|
2022
Q1 | $21.3M | Buy |
|