Whelan Financial’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 | $48.3M | Buy |
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|
2025
Q2 | $46.1M | Buy |
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|
2025
Q1 | $47.2M | Buy |
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|
2024
Q4 | $46M | Buy |
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|
2024
Q3 | $46.2M | Buy |
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|
2024
Q2 | $41.8M | Buy |
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|
2024
Q1 | $42.3M | Sell |
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|
2023
Q4 | $40.4M | Buy |
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|
2023
Q3 | $36.2M | Buy |
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|
2023
Q2 | $36M | Buy |
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|
2023
Q1 | $35.6M | Buy |
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|
2022
Q4 | $36M | Buy |
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|
2022
Q3 | $24.1M | Buy |
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|
2022
Q2 | $25.3M | Buy |
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|
2022
Q1 | $26.7M | Buy |
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|
2021
Q4 | $26.9M | Sell |
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|
2021
Q3 | $40.9M | Buy |
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