Berger Financial Group’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 | $83.5M | Buy |
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|
2025
Q2 | $80.2M | Buy |
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|
2025
Q1 | $81.8M | Buy |
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|
2024
Q4 | $72.1M | Buy |
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|
2024
Q3 | $70.6M | Buy |
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|
2024
Q2 | $61.7M | Buy |
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|
2024
Q1 | $57M | Buy |
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|
2023
Q4 | $29M | Buy |
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|
2023
Q3 | $26.2M | Buy |
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|
2023
Q2 | $25.4M | Buy |
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|
2023
Q1 | $23.5M | Buy |
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|
2022
Q4 | $18.4M | Buy |
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|
2022
Q3 | $15.2M | Buy |
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|
2022
Q2 | $15.3M | Buy |
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|
2022
Q1 | $12.5M | Buy |
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|
2021
Q4 | $9.51M | Buy |
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|
2021
Q3 | $5.72M | Buy |
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|
2021
Q2 | $4.52M | Buy |
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|
2021
Q1 | $2.15M | Buy |
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|
2020
Q4 | $949K | Buy |
|