Choate Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Hold |
103,014
| – | – | 0.06% | 120 |
|
|
2025
Q1 | $2.88M | Hold |
103,014
| – | – | 0.07% | 110 |
|
|
2024
Q4 | $2.81M | Hold |
103,014
| – | – | 0.07% | 113 |
|
|
2024
Q3 | $2.9M | Sell |
103,014
-19,185
| -16% | -$541K | 0.07% | 111 |
|
|
2024
Q2 | $3.17M | Sell |
122,199
-23,541
| -16% | -$610K | 0.08% | 106 |
|
|
2024
Q1 | $3.92M | Buy |
145,740
+26,241
| +22% | +$705K | 0.11% | 102 |
|
|
2023
Q4 | $3.03M | Buy |
119,499
+1,245
| +1% | +$31.6K | 0.09% | 108 |
|
|
2023
Q3 | $2.79M | Buy |
118,254
+34,200
| +41% | +$807K | 0.11% | 85 |
|
|
2023
Q2 | $2.03M | Hold |
84,054
| – | – | 0.09% | 93 |
|
|
2023
Q1 | $2.05M | Hold |
84,054
| – | – | 0.1% | 85 |
|
|
2022
Q4 | $2.12M | Buy |
84,054
+21,084
| +33% | +$531K | 0.13% | 80 |
|
|
2022
Q3 | $1.39M | Buy |
+62,970
| New | +$1.39M | 0.09% | 86 |
|