Congress Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
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|
2025
Q1 | $13.5M | Buy |
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|
2024
Q4 | $8.01M | Sell |
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|
2024
Q3 | $8.3M | Sell |
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|
2024
Q2 | $8.22M | Buy |
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|
2024
Q1 | $8.48M | Sell |
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|
2023
Q4 | $8.25M | Buy |
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|
2023
Q3 | $7.39M | Buy |
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|
2023
Q2 | $7.14M | Buy |
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|
2023
Q1 | $5.89M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $289K | Buy |
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|
2021
Q4 | $225K | Buy |
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