American Trust’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 | $1.15M | Buy |
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|
2025
Q2 | $466K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $746K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $19.5M | Sell |
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|
2023
Q4 | $37.7M | Buy |
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|
2023
Q3 | $33.1M | Buy |
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|
2023
Q2 | $32.9M | Buy |
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|
2023
Q1 | $12.9M | Buy |
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|
2022
Q4 | $8.54M | Buy |
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|
2022
Q3 | $17.2M | Sell |
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|
2022
Q2 | $18.7M | Sell |
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|
2022
Q1 | $23M | Buy |
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|
2021
Q4 | $17.2M | Buy |
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