Whitaker-Myers Wealth Managers’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 | $27.7M | Buy |
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|
2025
Q2 | $25.2M | Buy |
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|
2025
Q1 | $25.1M | Buy |
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|
2024
Q4 | $22.3M | Buy |
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|
2024
Q3 | $20.3M | Buy |
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|
2024
Q2 | $17.9M | Buy |
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|
2024
Q1 | $18.4M | Buy |
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|
2023
Q4 | $15.5M | Buy |
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|
2023
Q3 | $12.8M | Buy |
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|
2023
Q2 | $10.8M | Buy |
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|
2023
Q1 | $9.4M | Buy |
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|
2022
Q4 | $7.95M | Buy |
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