Certuity’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 | $799K | Buy |
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|
2025
Q2 | $770K | Hold |
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|
2025
Q1 | $797K | Buy |
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|
2024
Q4 | $557K | Buy |
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|
2024
Q3 | $276K | Sell |
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|
2024
Q2 | $789K | Sell |
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|
2024
Q1 | $843K | Sell |
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|
2023
Q4 | $823K | Sell |
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|
2023
Q3 | $770K | Buy |
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|
2023
Q2 | $714K | Buy |
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|
2023
Q1 | $409K | Buy |
|