Brown, Lisle/Cummings’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 | $238K | Sell |
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|
2025
Q2 | $237K | Buy |
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|
2025
Q1 | $222K | Hold |
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|
2024
Q4 | $217K | Buy |
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|
2024
Q3 | $215K | Buy |
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|
2024
Q2 | $169K | Buy |
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|
2024
Q1 | $1.61K | Hold |
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|
2023
Q4 | $1.52K | Hold |
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|
2023
Q3 | $1.42K | Hold |
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|
2023
Q2 | $1.45K | Hold |
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|
2023
Q1 | $1.46K | Hold |
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|
2022
Q4 | $1.51K | Hold |
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|
2022
Q3 | $1.33K | Buy |
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