Cresset Asset 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 | $189M | Sell |
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|
2025
Q1 | $212M | Buy |
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|
2024
Q4 | $151M | Sell |
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|
2024
Q3 | $163M | Buy |
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|
2024
Q2 | $142M | Sell |
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|
2024
Q1 | $147M | Buy |
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|
2023
Q4 | $41.7M | Sell |
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|
2023
Q3 | $125M | Buy |
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|
2023
Q2 | $124M | Buy |
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|
2023
Q1 | $2.05M | Buy |
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|
2022
Q4 | $1.15M | Sell |
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|
2022
Q3 | $3.12M | Sell |
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|
2022
Q2 | $3.82M | Buy |
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|
2022
Q1 | $4.06M | Buy |
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|
2021
Q4 | $3.17M | Buy |
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|
2021
Q3 | $2.86M | Buy |
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|
2021
Q2 | $2.66M | Buy |
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|
2021
Q1 | $633K | Sell |
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|
2020
Q4 | $558K | Buy |
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|
2020
Q3 | $481K | Hold |
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|
2020
Q2 | $450K | Buy |
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