Clarius Group LLC’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 | $2.04M | Buy |
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|
2025
Q2 | $1.95M | Buy |
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|
2025
Q1 | $2.05M | Buy |
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|
2024
Q4 | $1.39M | Buy |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $712K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $466K | Hold |
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|
2019
Q3 | $436K | Buy |
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|
2019
Q2 | $374K | Buy |
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|
2019
Q1 | $270K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $462K | Buy |
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|
2018
Q2 | $365K | Buy |
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