Apexium 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 | $41.5M | Buy |
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|
2025
Q2 | $38.6M | Buy |
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|
2025
Q1 | $37.9M | Buy |
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|
2024
Q4 | $35.9M | Buy |
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|
2024
Q3 | $33.7M | Buy |
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|
2024
Q2 | $26M | Buy |
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|
2024
Q1 | $25M | Buy |
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|
2023
Q4 | $21.9M | Buy |
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|
2023
Q3 | $16M | Buy |
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|
2023
Q2 | $14.7M | Buy |
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|
2023
Q1 | $13.7M | Buy |
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|
2022
Q4 | $13M | Buy |
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|
2022
Q3 | $8.62M | Buy |
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|
2022
Q2 | $2.88M | Buy |
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|
2022
Q1 | $347K | Sell |
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|
2021
Q4 | $391K | Buy |
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