Cetera Investment Advisers’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
Q2 | $188M | Buy |
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|
2025
Q1 | $191M | Buy |
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|
2024
Q4 | $166M | Buy |
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|
2024
Q3 | $157M | Sell |
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|
2024
Q2 | $154M | Sell |
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|
2024
Q1 | $170M | Buy |
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|
2023
Q4 | $105M | Sell |
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|
2023
Q3 | $119M | Sell |
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|
2023
Q2 | $123M | Sell |
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|
2023
Q1 | $188M | Buy |
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|
2022
Q4 | $184M | Buy |
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|
2022
Q3 | $155M | Buy |
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|
2022
Q2 | $156M | Buy |
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|
2022
Q1 | $164M | Buy |
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|
2021
Q4 | $143M | Buy |
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|
2021
Q3 | $120M | Buy |
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|
2021
Q2 | $106M | Buy |
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|
2021
Q1 | $81.9M | Buy |
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|
2020
Q4 | $51.5M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $384K | Buy |
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|
2019
Q3 | $323K | Sell |
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|
2019
Q2 | $421K | Sell |
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|
2019
Q1 | $422K | Sell |
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|
2018
Q4 | $527K | Sell |
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|
2018
Q3 | $742K | Sell |
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|
2018
Q2 | $697K | Buy |
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|
2018
Q1 | $648K | Buy |
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|
2017
Q4 | $307K | Sell |
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|
2017
Q3 | $298K | Buy |
|