Baldwin Investment 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
Q2 | $602K | Buy |
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|
2025
Q1 | $628K | Sell |
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|
2024
Q4 | $743K | Sell |
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|
2024
Q3 | $1.27M | Sell |
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|
2024
Q2 | $1.34M | Buy |
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|
2024
Q1 | $1.38M | Buy |
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|
2023
Q4 | $898K | Sell |
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|
2023
Q3 | $907K | Buy |
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|
2023
Q2 | $924K | Buy |
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|
2023
Q1 | $925K | Buy |
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|
2022
Q4 | $906K | Buy |
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|
2022
Q3 | $795 | Sell |
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|
2022
Q2 | $1.26K | Sell |
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|
2022
Q1 | $1.44K | Buy |
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|
2021
Q4 | $1.44K | Buy |
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|
2021
Q3 | $869K | Buy |
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|
2021
Q2 | $885K | Buy |
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|
2021
Q1 | $844K | Sell |
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|
2020
Q4 | $772K | Buy |
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|
2020
Q3 | $611K | Buy |
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|
2020
Q2 | $471K | Buy |
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|
2020
Q1 | $391K | Buy |
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|
2019
Q4 | $504K | Buy |
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|
2019
Q3 | $436K | Hold |
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|
2019
Q2 | $422K | Hold |
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|
2019
Q1 | $416K | Hold |
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|
2018
Q4 | $373K | Hold |
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|
2018
Q3 | $421K | Hold |
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|
2018
Q2 | $392K | Buy |
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