1ST Source Bank’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 | $455K | Hold |
|
|||||
|
2025
Q2 | $442K | Hold |
|
|||||
|
2025
Q1 | $466K | Buy |
|
|||||
|
2024
Q4 | $425K | Sell |
|
|||||
|
2024
Q3 | $440K | Hold |
|
|||||
|
2024
Q2 | $405K | Hold |
|
|||||
|
2024
Q1 | $420K | Hold |
|
|||||
|
2023
Q4 | $397K | Hold |
|
|||||
|
2023
Q3 | $369K | Hold |
|
|||||
|
2023
Q2 | $378K | Buy |
|
|||||
|
2023
Q1 | $378K | Hold |
|
|||||
|
2022
Q4 | $390K | Hold |
|
|||||
|
2022
Q3 | $343K | Hold |
|
|||||
|
2022
Q2 | $370K | Hold |
|
|||||
|
2022
Q1 | $407K | Hold |
|
|||||
|
2021
Q4 | $417K | Buy |
|
|||||
|
2021
Q3 | $361K | Buy |
|
|||||
|
2021
Q2 | $274K | Hold |
|
|||||
|
2021
Q1 | $264K | Buy |
|