Walter & Keenan Wealth 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 | $2.95M | Sell |
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|
2025
Q1 | $3.12M | Sell |
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|
2024
Q4 | $3.13M | Buy |
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|
2024
Q3 | $3.23M | Sell |
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|
2024
Q2 | $3.38M | Buy |
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|
2024
Q1 | $3.45M | Buy |
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|
2023
Q4 | $1.66M | Buy |
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|
2023
Q3 | $1.28M | Hold |
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|
2023
Q2 | $1.31M | Buy |
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|
2023
Q1 | $1.22M | Hold |
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|
2022
Q4 | $1.26M | Buy |
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|
2022
Q3 | $556K | Buy |
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|
2022
Q2 | $593K | Buy |
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|
2022
Q1 | $586K | Hold |
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|
2021
Q4 | $600K | Sell |
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|
2021
Q3 | $590K | Buy |
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|
2021
Q2 | $268K | Sell |
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|
2021
Q1 | $308K | Buy |
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