Curi RMB Capital’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 | $20.8M | Sell |
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|
2025
Q2 | $21.4M | Buy |
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|
2025
Q1 | $20.6M | Sell |
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|
2024
Q4 | $22.5M | Sell |
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|
2024
Q3 | $24.1M | Sell |
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|
2024
Q2 | $22.9M | Sell |
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|
2024
Q1 | $25.5M | Buy |
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|
2023
Q4 | $22.7M | Sell |
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|
2023
Q3 | $22.3M | Buy |
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|
2023
Q2 | $22.7M | Sell |
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|
2023
Q1 | $23.6M | Sell |
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|
2022
Q4 | $24.7M | Sell |
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|
2022
Q3 | $22.6M | Sell |
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|
2022
Q2 | $74.7M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $364K | Sell |
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|
2019
Q1 | $382K | Buy |
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|
2018
Q4 | $273K | Buy |
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|
2018
Q3 | $305K | Sell |
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|
2018
Q2 | $285K | Buy |
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|
2018
Q1 | $261K | Sell |
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|
2017
Q4 | $277K | Sell |
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|
2017
Q3 | $255K | Sell |
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|
2017
Q2 | $277K | Buy |
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