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