Benjamin Edwards Inc’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.82M Buy
370,442
+15,838
+4% +$420K 0.13% 173
2025
Q1
$9.91M Buy
354,604
+18,514
+6% +$518K 0.14% 164
2024
Q4
$9.18M Sell
336,090
-4,497
-1% -$123K 0.13% 174
2024
Q3
$9.6M Buy
+340,587
New +$9.6M 0.14% 168