Asset Allocation & Management Company’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
$8.01M Buy
2025
Q1
$8.31M Buy
2024
Q4
$4.02M Buy
2024
Q3
$3.11M Hold
2024
Q2
$2.86M Hold
2024
Q1
$2.97M Hold
2023
Q4
$2.8M Hold
2023
Q3
$2.6M Sell
2023
Q2
$3.76M Buy
2023
Q1
$2.69M Hold
2022
Q4
$2.78M Hold
2022
Q3
$2.44M Buy