Baker Avenue Asset Management’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 | $537K | Hold |
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|
2025
Q2 | $521K | Sell |
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|
2025
Q1 | $753K | Buy |
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|
2024
Q4 | $570K | Sell |
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|
2024
Q3 | $604K | Sell |
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|
2024
Q2 | $726K | Buy |
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|
2024
Q1 | $737K | Buy |
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|
2023
Q4 | $676K | Sell |
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|
2023
Q3 | $2.83M | Buy |
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|
2023
Q2 | $2.66M | Buy |
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|
2023
Q1 | $2.56M | Sell |
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|
2022
Q4 | $4.57M | Buy |
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|
2022
Q3 | $3.44M | Buy |
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|
2022
Q2 | $999K | Buy |
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|
2022
Q1 | $1.1M | Buy |
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|
2021
Q4 | $1.12M | Hold |
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|
2021
Q3 | $1.03M | Sell |
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|
2021
Q2 | $2.91M | Sell |
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|
2021
Q1 | $2.83M | Buy |
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|
2020
Q4 | $2.38M | Sell |
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|
2020
Q3 | $2.05M | Sell |
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|
2020
Q2 | $1.96M | Buy |
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|
2020
Q1 | $491K | Sell |
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|
2019
Q4 | $2.52M | Buy |
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