Bell Investment Advisors’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 | $9.28M | Sell |
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|
2025
Q1 | $10.1M | Buy |
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|
2024
Q4 | $9.69M | Buy |
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|
2024
Q3 | $9.74M | Buy |
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|
2024
Q2 | $8.35M | Sell |
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|
2024
Q1 | $8.72M | Buy |
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|
2023
Q4 | $8.05M | Buy |
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|
2023
Q3 | $7.3M | Buy |
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|
2023
Q2 | $7.25M | Buy |
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|
2023
Q1 | $7.05M | Buy |
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|
2022
Q4 | $7.04M | Buy |
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|
2022
Q3 | $4.83M | Buy |
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|
2022
Q2 | $4.7M | Buy |
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|
2021
Q4 | $3.98M | Sell |
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|
2021
Q3 | $3.71M | Buy |
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