Dorsey & Whitney Trust’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
Q4 | $219K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $462K | Sell |
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|
2024
Q4 | $454K | Sell |
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|
2024
Q3 | $469K | Sell |
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|
2024
Q2 | $432K | Sell |
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|
2024
Q1 | $579K | Sell |
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|
2023
Q4 | $668K | Sell |
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|
2023
Q3 | $622K | Buy |
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|
2023
Q2 | $603K | Buy |
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|
2023
Q1 | $408K | Sell |
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|
2022
Q4 | $523K | Hold |
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|
2022
Q3 | $459K | Sell |
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|
2022
Q2 | $496K | Sell |
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|
2022
Q1 | $564K | Sell |
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|
2021
Q4 | $579K | Sell |
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|
2021
Q3 | $535K | Sell |
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|
2021
Q2 | $763K | Sell |
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|
2021
Q1 | $789K | Buy |
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