Brown Advisory’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 | $6.2M | Sell |
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|
2025
Q2 | $6.17M | Buy |
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|
2025
Q1 | $6.4M | Sell |
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|
2024
Q4 | $6.47M | Sell |
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|
2024
Q3 | $6.78M | Sell |
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|
2024
Q2 | $6.4M | Buy |
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|
2024
Q1 | $5.25M | Buy |
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|
2023
Q4 | $4.95M | Buy |
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|
2023
Q3 | $4.58M | Buy |
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|
2023
Q2 | $2.86M | Sell |
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|
2023
Q1 | $6.43M | Buy |
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|
2022
Q4 | $5.76M | Buy |
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|
2022
Q3 | $4.94M | Sell |
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|
2022
Q2 | $5.35M | Buy |
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|
2022
Q1 | $5.88M | Buy |
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|
2021
Q4 | $5.92M | Buy |
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|
2021
Q3 | $5.2M | Buy |
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|
2021
Q2 | $4.59M | Buy |
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|
2021
Q1 | $1.36M | Sell |
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|
2020
Q4 | $4M | Buy |
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|
2020
Q3 | $3.12M | Buy |
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|
2020
Q2 | $2.86M | Sell |
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|
2020
Q1 | $3.49M | Sell |
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|
2019
Q4 | $4.76M | Buy |
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|
2019
Q3 | $4.33M | Sell |
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|
2019
Q2 | $9.18M | Buy |
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|
2019
Q1 | $8.71M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $11K | Hold |
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|
2013
Q4 | $11K | Hold |
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|
2013
Q3 | $10K | Hold |
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|
2013
Q2 | $10K | Buy |
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