Charles Schwab Trust’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$323K Hold
2025
Q2
$305K Buy
2025
Q1
$291K Hold
2024
Q4
$288K Buy
2024
Q3
$251K Buy
2024
Q1
Sell
2023
Q4
$570K Sell
2023
Q3
$678K Buy
2021
Q1
Sell
2020
Q4
$372K Sell
2020
Q3
$2.84M Buy
2020
Q2
$2.44M Sell
2020
Q1
$9.47M Buy
2019
Q4
$2.39M Sell
2019
Q3
$2.27M Buy