Baker Tilly Wealth 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 | $1.08M | Buy |
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|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $1.09M | Sell |
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|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $1.14M | Sell |
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|
2024
Q1 | $1.34M | Buy |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $1.13M | Sell |
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|
2023
Q2 | $1.21M | Buy |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $702K | Sell |
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|
2022
Q3 | $669K | Sell |
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|
2022
Q2 | $1.22M | Hold |
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|
2022
Q1 | $1.34M | Buy |
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|
2021
Q4 | $1.36M | Buy |
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|
2021
Q3 | $435K | Buy |
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|
2021
Q2 | $332K | Buy |
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