Dana Investment Advisors’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 | – | Sell |
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|
2025
Q2 | $239K | Sell |
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|
2025
Q1 | $469K | Buy |
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|
2024
Q4 | $260K | Buy |
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|
2024
Q3 | $210K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $268K | Sell |
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|
2023
Q3 | $320K | Sell |
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|
2023
Q2 | $350K | Sell |
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|
2023
Q1 | $1.13M | Sell |
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|
2022
Q4 | $3.25M | Buy |
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|
2022
Q3 | $2.23M | Buy |
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|
2022
Q2 | $2.39M | Buy |
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|
2022
Q1 | $2.03M | Buy |
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