Allworth 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 | $57.8M | Buy |
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|
2025
Q1 | $55M | Buy |
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|
2024
Q4 | $58.7M | Buy |
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|
2024
Q3 | $47.3M | Buy |
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|
2024
Q2 | $44.6M | Buy |
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|
2024
Q1 | $15.7M | Sell |
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|
2023
Q4 | $14.9M | Buy |
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|
2023
Q3 | $5.8M | Buy |
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|
2023
Q2 | $5.94M | Sell |
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|
2023
Q1 | $6.59M | Sell |
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|
2022
Q4 | $7.89M | Sell |
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|
2022
Q3 | $9.86M | Sell |
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|
2022
Q2 | $12.1M | Buy |
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|
2022
Q1 | $3.34M | Sell |
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|
2021
Q4 | $3.85M | Buy |
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|
2021
Q3 | $3.44M | Buy |
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|
2021
Q2 | $2K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $77K | Buy |
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|
2019
Q2 | $68K | Sell |
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|
2019
Q1 | $72K | Buy |
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|
2018
Q4 | $59K | Buy |
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|
2018
Q3 | $66K | Buy |
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|
2018
Q2 | $61K | Sell |
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|
2018
Q1 | $239K | Buy |
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|
2017
Q4 | $245K | Buy |
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|
2017
Q3 | $167K | Sell |
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|
2017
Q2 | $182K | Buy |
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|
2017
Q1 | $163K | Sell |
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|
2016
Q4 | $213K | Sell |
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|
2016
Q3 | $337K | Buy |
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|
2016
Q2 | $297K | Sell |
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|
2016
Q1 | $414K | Buy |
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|
2015
Q4 | $354K | Buy |
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|
2015
Q3 | $289K | Sell |
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|
2015
Q2 | $470K | Sell |
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|
2015
Q1 | $493K | Buy |
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|
2014
Q4 | $392K | Buy |
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