Empirical 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 | $2.62M | Buy |
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|
2025
Q2 | $2.12M | Buy |
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|
2025
Q1 | $1.94M | Sell |
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|
2024
Q4 | $1.9M | Buy |
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|
2024
Q3 | $1.85M | Sell |
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|
2024
Q2 | $1.87M | Buy |
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|
2024
Q1 | $1.84M | Buy |
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|
2023
Q4 | $1.62M | Buy |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $1.42M | Sell |
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|
2023
Q1 | $1.83M | Buy |
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|
2022
Q4 | $1.7M | Sell |
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|
2022
Q3 | $1.51M | Buy |
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|
2022
Q2 | $1.57M | Buy |
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|
2022
Q1 | $1.59M | Buy |
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|
2021
Q4 | $967K | Buy |
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|
2021
Q3 | $645K | Buy |
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|
2021
Q2 | $446K | Buy |
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|
2021
Q1 | $426K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $461K | Sell |
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|
2020
Q2 | $519K | Sell |
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|
2020
Q1 | $523K | Buy |
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|
2019
Q4 | $399K | Sell |
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|
2019
Q3 | $510K | Buy |
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|
2019
Q2 | $483K | Buy |
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|
2019
Q1 | $258K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $281K | Buy |
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|
2017
Q4 | $288K | Buy |
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|
2017
Q3 | $249K | Buy |
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|
2017
Q2 | $228K | Buy |
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|
2017
Q1 | $220K | Buy |
|