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 |
|