Brinker Capital Investments’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 | $5.25M | Sell |
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|
2025
Q2 | $6.59M | Sell |
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|
2025
Q1 | $7.51M | Buy |
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|
2024
Q4 | $7.26M | Sell |
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|
2024
Q3 | $8.46M | Buy |
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|
2024
Q2 | $5.2M | Buy |
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|
2024
Q1 | $4.86M | Sell |
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|
2023
Q4 | $4.76M | Sell |
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|
2023
Q3 | $7.73M | Sell |
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|
2023
Q2 | $8.96M | Sell |
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|
2023
Q1 | $14.4M | Buy |
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|
2022
Q4 | $2.14M | Hold |
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|
2022
Q3 | $1.88M | Sell |
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|
2022
Q2 | $2.06M | Buy |
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|
2022
Q1 | $2.26M | Sell |
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|
2021
Q4 | $2.32M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $496K | Buy |
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|
2019
Q3 | $465K | Sell |
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|
2019
Q2 | $457K | Sell |
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|
2019
Q1 | $572K | Sell |
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|
2018
Q4 | $784K | Sell |
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|
2018
Q3 | $1.11M | Sell |
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|
2018
Q2 | $1.03M | Buy |
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|
2018
Q1 | $686K | Sell |
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|
2017
Q4 | $773K | Buy |
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|
2017
Q3 | $648K | Buy |
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|
2017
Q2 | $566K | Buy |
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|
2017
Q1 | $526K | Buy |
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|
2016
Q4 | $367K | Buy |
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|
2016
Q3 | $157K | Buy |
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|
2016
Q2 | $81K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $878K | Buy |
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|
2015
Q3 | $807K | Sell |
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|
2015
Q2 | $922K | Sell |
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|
2015
Q1 | $1.55M | Sell |
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|
2014
Q4 | $1.64M | Buy |
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|
2014
Q3 | $1.49M | Sell |
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|
2014
Q2 | $1.53M | Buy |
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|
2014
Q1 | $1.32M | Buy |
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|
2013
Q4 | $1.08M | Buy |
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|
2013
Q3 | $979K | Buy |
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|
2013
Q2 | $788K | Buy |
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