Clifford 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 | $273K | Buy |
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|
2025
Q2 | $235K | Buy |
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|
2025
Q1 | $206K | Sell |
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|
2024
Q4 | $20.7M | Buy |
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|
2024
Q3 | $20.4M | Sell |
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|
2024
Q2 | $18.9M | Sell |
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|
2024
Q1 | $20.5M | Buy |
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|
2023
Q4 | $18.8M | Buy |
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|
2023
Q3 | $16.3M | Buy |
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|
2023
Q2 | $15.6M | Buy |
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|
2023
Q1 | $14.7M | Buy |
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|
2022
Q4 | $3.36M | Buy |
|