Benchmark 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
Q2 | $5.87M | Sell |
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|
2025
Q1 | $6.35M | Sell |
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|
2024
Q4 | $6.5M | Buy |
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|
2024
Q3 | $6.7M | Sell |
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|
2024
Q2 | $6.23M | Sell |
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|
2024
Q1 | $6.47M | Sell |
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|
2023
Q4 | $6.21M | Sell |
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|
2023
Q3 | $6.08M | Sell |
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|
2023
Q2 | $6.37M | Sell |
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|
2023
Q1 | $6.83M | Buy |
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|
2022
Q4 | $6.91M | Buy |
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|
2022
Q3 | $4.71M | Buy |
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|
2022
Q2 | $4.95M | Sell |
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|
2022
Q1 | $5.45M | Buy |
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|
2021
Q4 | $5.47M | Buy |
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|
2021
Q3 | $4.87M | Sell |
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|
2021
Q2 | $5.39M | Buy |
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|
2021
Q1 | $5.13M | Buy |
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|
2020
Q4 | $4.43M | Buy |
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|
2020
Q3 | $3.79M | Buy |
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|
2020
Q2 | $3.53M | Sell |
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|
2020
Q1 | $3.13M | Sell |
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|
2019
Q4 | $4.09M | Buy |
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