Charles Schwab
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Charles Schwab’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Charles Schwab’s Portfolio SDY Stock Details SDY Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
2025
Q1 		$595K Sell
2024
Q4 		$724K Buy
2024
Q1 		– Sell
2023
Q4 		$2.08M Buy
2023
Q3 		$761K Buy
2023
Q2 		– Sell
2023
Q1 		$211K Buy