Clark Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $542K | Buy |
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|
2026
Q1 | $256K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $226K | Sell |
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|
2024
Q2 | $259K | Hold |
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|
2024
Q1 | $268K | Sell |
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|
2023
Q4 | $431K | Hold |
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|
2023
Q3 | $400K | Hold |
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|
2023
Q2 | $411K | Hold |
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|
2023
Q1 | $414K | Hold |
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|
2022
Q4 | $427K | Buy |
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