Bryn Mawr 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 | $2.36M | Sell |
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|
2025
Q2 | $2.64M | Buy |
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|
2025
Q1 | $2.67M | Sell |
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|
2024
Q4 | $2.68M | Sell |
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|
2024
Q3 | $4.47M | Sell |
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|
2024
Q2 | $5.17M | Sell |
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|
2024
Q1 | $5.96M | Sell |
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|
2023
Q4 | $5.88M | Sell |
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|
2023
Q3 | $7.72M | Sell |
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|
2023
Q2 | $10.5M | Sell |
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|
2023
Q1 | $15M | Buy |
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|
2022
Q4 | $15.4M | Sell |
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|
2022
Q3 | $13.8M | Buy |
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|
2022
Q2 | $10.4M | Buy |
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|
2022
Q1 | $10.7M | Buy |
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|
2021
Q4 | $8.9M | Buy |
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|
2021
Q3 | $6.47M | Buy |
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|
2021
Q2 | $5.71M | Buy |
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|
2021
Q1 | $3.58M | Buy |
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