Cerity Partners’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 | $180M | Buy |
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|
2025
Q2 | $148M | Sell |
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|
2025
Q1 | $157M | Sell |
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|
2024
Q4 | $154M | Buy |
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|
2024
Q3 | $100M | Buy |
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|
2024
Q2 | $89M | Buy |
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|
2024
Q1 | $90.6M | Sell |
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|
2023
Q4 | $86.1M | Buy |
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|
2023
Q3 | $73M | Buy |
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|
2023
Q2 | $72.7M | Buy |
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|
2023
Q1 | $50.3M | Buy |
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|
2022
Q4 | $3.28M | Buy |
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|
2022
Q3 | $2.41M | Buy |
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|
2022
Q2 | $2.01M | Buy |
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|
2022
Q1 | $1.71M | Buy |
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|
2021
Q4 | $1.57M | Buy |
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|
2021
Q3 | $833K | Buy |
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|
2021
Q2 | $804K | Sell |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $940K | Buy |
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|
2020
Q3 | $310K | Sell |
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|
2020
Q2 | $306K | Sell |
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|
2020
Q1 | $350K | Sell |
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|
2019
Q4 | $510K | Buy |
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|
2019
Q3 | $220K | Sell |
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|
2019
Q2 | $430K | Buy |
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