Adamsbrown Wealth Consultants’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 | $30M | Sell |
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|
2025
Q1 | $44.9M | Buy |
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|
2024
Q4 | $41.9M | Buy |
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|
2024
Q3 | $42.5M | Buy |
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|
2024
Q2 | $37.3M | Buy |
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|
2024
Q1 | $37.4M | Buy |
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|
2023
Q4 | $32.5M | Buy |
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|
2023
Q3 | $29.2M | Sell |
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|
2023
Q2 | $30.3M | Buy |
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|
2023
Q1 | $28.6M | Buy |
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|
2022
Q4 | $26.2M | Buy |
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|
2022
Q3 | $20M | Buy |
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|
2022
Q2 | $20M | Buy |
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|
2022
Q1 | $18.8M | Buy |
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|
2021
Q4 | $16.4M | Buy |
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