Calamos Wealth 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
$552K Sell
2025
Q2
$551K Buy
2025
Q1
$244K Buy
2024
Q4
$224K Buy
2024
Q3
$231K Hold
2024
Q2
$212K Sell
2024
Q1
$293K Buy
2023
Q4
$276K Buy
2023
Q2
Sell
2023
Q1
$207K Buy