Bank of Montreal’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 | $3.02M | Buy |
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|
2025
Q2 | $2.8M | Buy |
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|
2025
Q1 | $2.69M | Sell |
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|
2024
Q4 | $2.86M | Buy |
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|
2024
Q3 | $2.85M | Buy |
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|
2024
Q2 | $2.39M | Sell |
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|
2024
Q1 | $3.53M | Buy |
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|
2023
Q4 | $1.77M | Sell |
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|
2023
Q3 | $1.81M | Buy |
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|
2023
Q2 | $1.55M | Buy |
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|
2023
Q1 | $1.38M | Sell |
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|
2022
Q4 | $1.48M | Buy |
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|
2022
Q3 | $1.02K | Sell |
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|
2022
Q2 | $2.61K | Buy |
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|
2022
Q1 | $912K | Buy |
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|
2021
Q4 | $729K | Buy |
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|
2021
Q3 | $569K | Buy |
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|
2021
Q2 | $372K | Buy |
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|
2021
Q1 | $90K | Hold |
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|
2020
Q4 | $81K | Hold |
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|
2020
Q3 | $69K | Hold |
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|
2020
Q2 | $62K | Hold |
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|
2020
Q1 | $55K | Sell |
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|
2019
Q4 | $189K | Buy |
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|
2019
Q3 | $177K | Sell |
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|
2019
Q2 | $178K | Sell |
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|
2019
Q1 | $240K | Buy |
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|
2018
Q4 | $156K | Buy |
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|
2018
Q3 | $174K | Buy |
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|
2018
Q2 | $161K | Sell |
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|
2018
Q1 | $164K | Sell |
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|
2017
Q4 | $189K | Buy |
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|
2017
Q3 | $123K | Buy |
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|
2017
Q2 | $104K | Sell |
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|
2017
Q1 | $1.07M | Buy |
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|
2016
Q4 | $146K | Buy |
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|
2016
Q3 | $96K | Sell |
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|
2016
Q2 | $142K | Sell |
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|
2016
Q1 | $150K | Buy |
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|
2015
Q4 | $101K | Buy |
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|
2015
Q3 | $89K | Buy |
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|
2015
Q2 | $90K | Buy |
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|
2015
Q1 | $92K | Buy |
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|
2014
Q4 | $26K | Buy |
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|
2014
Q3 | $25K | Sell |
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|
2014
Q2 | $27K | Buy |
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|
2014
Q1 | $26K | Buy |
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|
2013
Q4 | $0 | Hold |
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|
2013
Q3 | $0 | Hold |
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|
2013
Q2 | $0 | Buy |
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