Clifford Swan Investment Counsel’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Clifford Swan Investment Counsel’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$219K	Buy
2023 Q1	–	Sell
2022 Q4	$249K	Hold
2022 Q3	$219K	Sell
2022 Q2	$245K	Buy
2022 Q1	$207K	Sell
2021 Q4	$311K	Buy
2021 Q3	$208K	Sell
2021 Q2	$212K	Buy