BOK Financial’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 | $45.4M | Buy |
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|
2025
Q1 | $44.9M | Buy |
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|
2024
Q4 | $40.1M | Buy |
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|
2024
Q3 | $39M | Buy |
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|
2024
Q2 | $35.3M | Buy |
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|
2024
Q1 | $33.4M | Sell |
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|
2023
Q4 | $56.3M | Buy |
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|
2023
Q3 | $22.8M | Buy |
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|
2023
Q2 | $20.3M | Buy |
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|
2023
Q1 | $10.5M | Sell |
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|
2022
Q4 | $11.4M | Buy |
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|
2022
Q3 | $8.27M | Buy |
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|
2022
Q2 | $6.8M | Buy |
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|
2022
Q1 | $6.75M | Buy |
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|
2021
Q4 | $6.79M | Buy |
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|
2021
Q3 | $6.02M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $218K | Buy |
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