Advisors Management Group’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 | $3.02M | Sell |
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|
2025
Q1 | $3.2M | Buy |
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|
2024
Q4 | $2.97M | Buy |
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|
2024
Q3 | $2.69M | Buy |
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|
2024
Q2 | $2.42M | Buy |
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|
2024
Q1 | $2.45M | Buy |
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|
2023
Q4 | $2.26M | Buy |
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|
2023
Q3 | $2.06M | Buy |
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|
2023
Q2 | $2.07M | Buy |
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|
2023
Q1 | $1.66M | Sell |
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|
2022
Q4 | $1.72M | Buy |
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|
2022
Q3 | $1.38M | Buy |
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|
2022
Q2 | $1.29M | Buy |
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|
2022
Q1 | $1.37M | Buy |
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|
2021
Q4 | $1.17M | Sell |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $853K | Buy |
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