Cambridge Trust’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
2024
Q1
$13.4M Sell
2023
Q4
$13M Sell
2023
Q3
$12.4M Sell
2023
Q2
$12.8M Buy
2023
Q1
$12.6M Sell
2022
Q4
$13.4M Buy
2022
Q3
$11.7M Buy
2022
Q2
$12M Sell
2022
Q1
$16.5M Sell
2021
Q4
$20.2M Sell
2021
Q3
$18.8M Buy
2021
Q2
$18.2M Buy
2021
Q1
$17M Buy