Alerus 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
Q3 | $3.67M | Buy |
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|
2025
Q2 | $29.9K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $215K | Hold |
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|
2021
Q4 | $220K | Hold |
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|
2021
Q3 | $202K | Hold |
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|
2021
Q2 | $206K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $247K | Hold |
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|
2019
Q4 | $318K | Hold |
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|
2019
Q3 | $301K | Hold |
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|
2019
Q2 | $292K | Hold |
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|
2019
Q1 | $287K | Hold |
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|
2018
Q4 | $258K | Hold |
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|
2018
Q3 | $291K | Hold |
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|
2018
Q2 | $271K | Hold |
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|
2018
Q1 | $270K | Hold |
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|
2017
Q4 | $281K | Hold |
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|
2017
Q3 | $257K | Hold |
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|
2017
Q2 | $248K | Hold |
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|
2017
Q1 | $245K | Buy |
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