Brasada Capital 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 | $753K | Hold |
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|
2025
Q2 | $754K | Hold |
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|
2025
Q1 | $670K | Sell |
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|
2024
Q4 | $780K | Hold |
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|
2024
Q3 | $805K | Sell |
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|
2024
Q2 | $776K | Hold |
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|
2024
Q1 | $794K | Hold |
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|
2023
Q4 | $750K | Hold |
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|
2023
Q3 | $693K | Hold |
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|
2023
Q2 | $715K | Hold |
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|
2023
Q1 | $721K | Hold |
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|
2022
Q4 | $744K | Sell |
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|
2022
Q3 | $701K | Buy |
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|
2022
Q2 | $706K | Sell |
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|
2022
Q1 | $1.41M | Buy |
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|
2021
Q4 | $805K | Hold |
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|
2021
Q3 | $731K | Hold |
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|
2021
Q2 | $745K | Sell |
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|
2021
Q1 | $899K | Hold |
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|
2020
Q4 | $791K | Hold |
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|
2020
Q3 | $682K | Sell |
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|
2020
Q2 | $669K | Hold |
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|
2020
Q1 | $582K | Sell |
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|
2019
Q4 | $1.23M | Hold |
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|
2019
Q3 | $1.17M | Sell |
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|
2019
Q2 | $1.56M | Sell |
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|
2019
Q1 | $1.59M | Sell |
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|
2018
Q4 | $1.6M | Sell |
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|
2018
Q3 | $1.84M | Sell |
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|
2018
Q2 | $1.88M | Sell |
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|
2018
Q1 | $2.03M | Buy |
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