Berkeley Inc’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 | $4.68M | Buy |
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|
2025
Q1 | $4.92M | Buy |
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|
2024
Q4 | $4.78M | Sell |
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|
2024
Q3 | $9.58M | Buy |
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|
2024
Q2 | $4.37M | Sell |
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|
2024
Q1 | $19.4M | Buy |
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|
2023
Q4 | $18M | Buy |
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|
2023
Q3 | $15.6M | Buy |
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|
2023
Q2 | $15.3M | Buy |
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|
2023
Q1 | $15M | Buy |
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|
2022
Q4 | $14.5M | Buy |
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|
2022
Q3 | $12.2M | Buy |
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|
2022
Q2 | $11.5M | Buy |
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|
2022
Q1 | $9.98M | Buy |
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|
2021
Q4 | $9.35M | Buy |
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|
2021
Q3 | $8.45M | Buy |
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|
2021
Q2 | $8.55M | Buy |
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|
2021
Q1 | $8.24M | Buy |
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|
2020
Q4 | $6.7M | Buy |
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