Bellevue Asset 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 | $870K | Sell |
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|
2025
Q2 | $877K | Buy |
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|
2025
Q1 | $915K | Sell |
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|
2024
Q4 | $901K | Buy |
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|
2024
Q3 | $845K | Buy |
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|
2024
Q2 | $768K | Buy |
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|
2024
Q1 | $793K | Buy |
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|
2023
Q4 | $748K | Sell |
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|
2023
Q3 | $713K | Sell |
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|
2023
Q2 | $744K | Buy |
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|
2023
Q1 | $713K | Sell |
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|
2022
Q4 | $744K | Sell |
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|
2022
Q3 | $689K | Buy |
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|
2022
Q2 | $721K | Buy |
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|
2022
Q1 | $787K | Sell |
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|
2021
Q4 | $803K | Buy |
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|
2021
Q3 | $739K | Buy |
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|
2021
Q2 | $741K | Buy |
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|
2021
Q1 | $700K | Buy |
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|
2020
Q4 | $630K | Sell |
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|
2020
Q3 | $534K | Buy |
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|
2020
Q2 | $449K | Sell |
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|
2020
Q1 | $445K | Buy |
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|
2019
Q4 | $482K | Buy |
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