Cooper Financial 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 | $879K | Sell |
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|
2025
Q2 | $16.8M | Buy |
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|
2025
Q1 | $16.6M | Buy |
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|
2024
Q4 | $15.3M | Buy |
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|
2024
Q3 | $14.8M | Buy |
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|
2024
Q2 | $12.9M | Buy |
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|
2024
Q1 | $12.3M | Buy |
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|
2023
Q4 | $11.5M | Buy |
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|
2023
Q3 | $9.43M | Buy |
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|
2023
Q2 | $8.94M | Buy |
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|
2023
Q1 | $7.32M | Buy |
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|
2022
Q4 | $6.85M | Buy |
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|
2022
Q3 | $5.44M | Buy |
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|
2022
Q2 | $655K | Buy |
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|
2022
Q1 | $669K | Buy |
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|
2021
Q4 | $576K | Buy |
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|
2021
Q3 | $525K | Buy |
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|
2021
Q2 | $390K | Buy |
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