Wolff Wiese Magana’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 | $274K | Buy |
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|
2025
Q2 | $261K | Buy |
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|
2025
Q1 | $274K | Buy |
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|
2024
Q4 | $266K | Buy |
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|
2024
Q3 | $270K | Buy |
|
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|
2024
Q2 | $231K | Sell |
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|
2024
Q1 | $256K | Buy |
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|
2023
Q4 | $241K | Buy |
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|
2023
Q3 | $221K | Buy |
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|
2023
Q2 | $175K | Buy |
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|
2023
Q1 | $175K | Buy |
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|
2022
Q4 | $174K | Buy |
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|
2022
Q3 | $146K | Buy |
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|
2022
Q2 | $156K | Buy |
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|
2022
Q1 | $163K | Sell |
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|
2021
Q4 | $188K | Buy |
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|
2021
Q3 | $171K | Buy |
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|
2021
Q2 | $173K | Buy |
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|
2021
Q1 | $166K | Buy |
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|
2020
Q4 | $145K | Buy |
|