Cutter & Co Brokerage’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 | – | Sell |
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|
2025
Q1 | $1.94M | Buy |
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|
2024
Q4 | $1.81M | Buy |
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|
2024
Q3 | $1.84M | Sell |
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|
2024
Q2 | $1.7M | Sell |
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|
2024
Q1 | $1.79M | Buy |
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|
2023
Q4 | $1.6M | Buy |
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|
2023
Q3 | $1.48M | Buy |
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|
2023
Q2 | $1.5M | Buy |
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|
2023
Q1 | $1.3M | Buy |
|
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|
2022
Q4 | $280K | Buy |
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|
2022
Q3 | $229K | Buy |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $268K | Buy |
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|
2021
Q4 | $270K | Buy |
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|
2021
Q3 | $210K | Sell |
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|
2021
Q2 | $215K | Buy |
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