Bessemer 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 | $3.58M | Buy |
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|
2025
Q2 | $3.44M | Buy |
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|
2025
Q1 | $3.03M | Hold |
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|
2024
Q4 | $2.96M | Hold |
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|
2024
Q3 | $3.05M | Hold |
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|
2024
Q2 | $2.81M | Hold |
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|
2024
Q1 | $2.91M | Buy |
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|
2023
Q4 | $2.17M | Hold |
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|
2023
Q3 | $2.02M | Buy |
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|
2023
Q2 | $2.03M | Buy |
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|
2023
Q1 | $781K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $628K | Buy |
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|
2021
Q4 | $10K | Hold |
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|
2021
Q3 | $9K | Sell |
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|
2021
Q2 | $988K | Sell |
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|
2021
Q1 | $2.46M | Buy |
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|
2020
Q4 | $427K | Buy |
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|
2020
Q3 | $6K | Hold |
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|
2020
Q2 | $5K | Buy |
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