1900 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
Q4
$548K Buy
2024
Q2
Sell
2024
Q1
$273K Buy
2023
Q4
$256K Buy
2023
Q2
Sell
2023
Q1
$205K Hold
2022
Q4
$205K Buy
2022
Q2
Sell
2022
Q1
$214K Buy