Cassaday & Co 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 | $166M | Buy |
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|
2025
Q2 | $157M | Buy |
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|
2025
Q1 | $165M | Buy |
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|
2024
Q4 | $157M | Buy |
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|
2024
Q3 | $157M | Buy |
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|
2024
Q2 | $135M | Buy |
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|
2024
Q1 | $136M | Buy |
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|
2023
Q4 | $124M | Buy |
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|
2023
Q3 | $113M | Buy |
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|
2023
Q2 | $114M | Buy |
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|
2023
Q1 | $112M | Buy |
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|
2022
Q4 | $107M | Buy |
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