Destination 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
Q3 | $435K | Sell |
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|
2025
Q2 | $484K | Sell |
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|
2025
Q1 | $644K | Buy |
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|
2024
Q4 | $571K | Buy |
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|
2024
Q3 | $410K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $216K | Sell |
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|
2023
Q4 | $257K | Sell |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $231K | Sell |
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|
2023
Q1 | $312K | Sell |
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|
2022
Q4 | $439K | Buy |
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|
2022
Q3 | $290K | Sell |
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|
2022
Q2 | $361K | Buy |
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|
2022
Q1 | $279K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $213K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $397K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $69K | Buy |
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|
2019
Q1 | $39K | Sell |
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|
2018
Q4 | $125K | Sell |
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|
2018
Q3 | $170K | Buy |
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|
2018
Q2 | $45K | Sell |
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|
2018
Q1 | $77K | Buy |
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