Chicago Partners Investment Group’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 | $6.47M | Sell |
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|
2025
Q2 | $11.1M | Sell |
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|
2025
Q1 | $12.7M | Sell |
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|
2024
Q4 | $17.1M | Buy |
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|
2024
Q3 | $2.23M | Buy |
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|
2024
Q2 | $2.75M | Buy |
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|
2024
Q1 | $2.55M | Buy |
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|
2023
Q4 | $2.37M | Buy |
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|
2023
Q3 | $2.05M | Buy |
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|
2023
Q2 | $2.2M | Buy |
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|
2023
Q1 | $1.98M | Buy |
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|
2022
Q4 | $1.81M | Buy |
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|
2022
Q3 | $1.09M | Sell |
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|
2022
Q2 | $1.12M | Buy |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $1.02M | Sell |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $719K | Buy |
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|
2021
Q1 | $642K | Buy |
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|
2020
Q4 | $532K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $115K | Hold |
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|
2018
Q2 | $115K | Hold |
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|
2018
Q1 | $114K | Hold |
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|
2017
Q4 | $119K | Hold |
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|
2017
Q3 | $109K | Sell |
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|
2017
Q2 | $174K | Buy |
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|
2017
Q1 | $89K | Sell |
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|
2016
Q4 | $131K | Hold |
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|
2016
Q3 | $127K | Buy |
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