Woodmont Investment Counsel’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 | $1.31M | Buy |
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|
2025
Q1 | $270K | Sell |
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|
2024
Q4 | $340K | Buy |
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|
2024
Q3 | $209K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $156K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $39K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $37K | Hold |
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|
2015
Q4 | $36K | Hold |
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|
2015
Q3 | $33K | Hold |
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|
2015
Q2 | $36K | Buy |
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