Brand Asset Management 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 | $860K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $141K | Hold |
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|
2020
Q4 | $124K | Hold |
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|
2020
Q3 | $107K | Hold |
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|
2020
Q2 | $100K | Hold |
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|
2020
Q1 | $87K | Hold |
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|
2019
Q4 | $112K | Sell |
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|
2019
Q3 | $115K | Hold |
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|
2019
Q2 | $112K | Hold |
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|
2019
Q1 | $110K | Hold |
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|
2018
Q4 | $99K | Hold |
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|
2018
Q3 | $112K | Buy |
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