Dakota Wealth 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
$13.6M Sell
2025
Q1
$21.6M Sell
2024
Q4
$22.3M Sell
2024
Q3
$23.5M Sell
2024
Q2
$22.7M Sell
2024
Q1
$23.7M Buy
2023
Q4
$16.1M Buy
2023
Q3
$14.4M Buy
2023
Q2
$4.74M Buy
2023
Q1
$4.06M Buy
2022
Q4
$3.79M Buy
2022
Q3
$2.84M Buy
2022
Q2
Sell
2022
Q1
$222K Buy