Bartlett & Co 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 | $776K | Sell |
|
|||||
|
2025
Q2 | $770K | Sell |
|
|||||
|
2025
Q1 | $817K | Sell |
|
|||||
|
2024
Q4 | $856K | Sell |
|
|||||
|
2024
Q3 | $941K | Sell |
|
|||||
|
2024
Q2 | $928K | Buy |
|
|||||
|
2024
Q1 | $904K | Sell |
|
|||||
|
2023
Q4 | $913K | Sell |
|
|||||
|
2023
Q3 | $889K | Sell |
|
|||||
|
2023
Q2 | $975K | Buy |
|
|||||
|
2023
Q1 | $862K | Sell |
|
|||||
|
2022
Q4 | $910K | Buy |
|
|||||
|
2022
Q3 | $800K | Sell |
|
|||||
|
2022
Q2 | $883K | Buy |
|
|||||
|
2022
Q1 | $972K | Buy |
|
|||||
|
2021
Q4 | $995K | Sell |
|
|||||
|
2021
Q3 | $932K | Sell |
|
|||||
|
2021
Q2 | $950K | Sell |
|
|||||
|
2021
Q1 | $947K | Sell |
|
|||||
|
2020
Q4 | $850K | Buy |
|
|||||
|
2020
Q3 | $732K | Sell |
|
|||||
|
2020
Q2 | $704K | Sell |
|
|||||
|
2020
Q1 | $639K | Sell |
|
|||||
|
2019
Q4 | $828K | Buy |
|
|||||
|
2019
Q3 | $782K | Buy |
|
|||||
|
2019
Q2 | $515K | Hold |
|
|||||
|
2019
Q1 | $503K | Sell |
|
|||||
|
2018
Q4 | $491K | Buy |
|
|||||
|
2018
Q3 | $501K | Hold |
|
|||||
|
2018
Q2 | $466K | Sell |
|
|||||
|
2018
Q1 | $507K | Buy |
|