CreativeOne Wealth’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 | $6.24M | Sell |
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|
2025
Q1 | $9.78M | Buy |
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|
2024
Q4 | $2.49M | Sell |
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|
2024
Q3 | $2.58M | Buy |
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|
2024
Q2 | $2.33M | Sell |
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|
2024
Q1 | $3M | Buy |
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|
2023
Q4 | $2.43M | Sell |
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|
2023
Q3 | $4.88M | Sell |
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|
2023
Q2 | $8.5M | Sell |
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|
2023
Q1 | $9.45M | Buy |
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|
2022
Q4 | $7.15M | Buy |
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|
2022
Q3 | $5.61M | Buy |
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|
2022
Q2 | $4.53M | Buy |
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|
2022
Q1 | $2.31M | Buy |
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|
2021
Q4 | $1.26M | Buy |
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|
2021
Q3 | $1.05M | Sell |
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|
2021
Q2 | $1.09M | Sell |
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|
2021
Q1 | $1.11M | Buy |
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|
2020
Q4 | $755K | Buy |
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|
2020
Q3 | $354K | Sell |
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|
2020
Q2 | $383K | Sell |
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|
2020
Q1 | $473K | Buy |
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|
2019
Q4 | $501K | Buy |
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|
2019
Q3 | $442K | Sell |
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|
2019
Q2 | $532K | Sell |
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|
2019
Q1 | $602K | Buy |
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|
2018
Q4 | $518K | Buy |
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|
2018
Q3 | $529K | Sell |
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|
2018
Q2 | $628K | Buy |
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|
2018
Q1 | $402K | Buy |
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