Aldebaran Financial’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
$570K Hold
2025
Q1
$602K Hold
2024
Q4
$586K Buy
2017
Q4
Sell
2017
Q3
$909K Buy
2017
Q2
$875K Buy
2017
Q1
$865K Buy
2016
Q4
$845K Buy
2016
Q3
$820K Buy
2016
Q2
$811K Buy
2016
Q1
$777K Buy
2015
Q4
$741K Buy
2015
Q3
$696K Buy