Cottage Street Advisors’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 | $1.06M | Sell |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $897K | Buy |
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|
2024
Q1 | $885K | Buy |
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|
2023
Q4 | $783K | Buy |
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|
2023
Q3 | $722K | Buy |
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|
2023
Q2 | $647K | Buy |
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|
2023
Q1 | $645K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $355K | Buy |
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|
2022
Q2 | $333K | Buy |
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|
2022
Q1 | $275K | Buy |
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