AMG National Trust Bank’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 | $3.88M | Sell |
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|
2025
Q2 | $3.88M | Buy |
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|
2025
Q1 | $4.08M | Sell |
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|
2024
Q4 | $4.36M | Sell |
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|
2024
Q3 | $4.56M | Buy |
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|
2024
Q2 | $4.03M | Buy |
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|
2024
Q1 | $4.16M | Buy |
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|
2023
Q4 | $3.64M | Buy |
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|
2023
Q3 | $3.37M | Buy |
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|
2023
Q2 | $3.46M | Sell |
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|
2023
Q1 | $3.65M | Buy |
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|
2022
Q4 | $3.53M | Buy |
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|
2022
Q3 | $2.63M | Sell |
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|
2022
Q2 | $3.33M | Buy |
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|
2022
Q1 | $3.45M | Buy |
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|
2021
Q4 | $3.16M | Buy |
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|
2021
Q3 | $2.9M | Buy |
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|
2021
Q2 | $2.95M | Buy |
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|
2021
Q1 | $2.52M | Buy |
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|
2020
Q4 | $2.12M | Buy |
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|
2020
Q3 | $1.42M | Sell |
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|
2020
Q2 | $1.68M | Buy |
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