Aspiriant LLC’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 | $1.09M | Sell |
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|
2025
Q2 | $1.2M | Sell |
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|
2025
Q1 | $1.41M | Buy |
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|
2024
Q4 | $1.37M | Buy |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.23M | Buy |
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|
2023
Q1 | $885K | Sell |
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|
2022
Q4 | $920K | Sell |
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|
2022
Q3 | $815K | Buy |
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|
2022
Q2 | $386K | Buy |
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|
2022
Q1 | $408K | Sell |
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|
2021
Q4 | $442K | Buy |
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|
2021
Q3 | $368K | Sell |
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|
2021
Q2 | $514K | Sell |
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|
2021
Q1 | $924K | Sell |
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|
2020
Q4 | $844K | Buy |
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|
2020
Q3 | $402K | Hold |
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|
2020
Q2 | $377K | Hold |
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|
2020
Q1 | $327K | Sell |
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|
2019
Q4 | $446K | Hold |
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|
2019
Q3 | $422K | Sell |
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|
2019
Q2 | $745K | Buy |
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|
2019
Q1 | $403K | Hold |
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|
2018
Q4 | $362K | Buy |
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