Berkshire Asset 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
Q3 | $2.44M | Sell |
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|
2025
Q2 | $2.37M | Buy |
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|
2025
Q1 | $2.29M | Buy |
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|
2024
Q4 | $2.44M | Sell |
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|
2024
Q3 | $2.31M | Hold |
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|
2024
Q2 | $2.31M | Buy |
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|
2024
Q1 | $2.37M | Buy |
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|
2023
Q4 | $2.23M | Buy |
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|
2023
Q3 | $2.06M | Sell |
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|
2023
Q2 | $2.18M | Sell |
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|
2023
Q1 | $2.21M | Sell |
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|
2022
Q4 | $2.64M | Buy |
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|
2022
Q3 | $1.88M | Buy |
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|
2022
Q2 | $1.98M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $282K | Sell |
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|
2021
Q3 | $287K | Buy |
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