Essex Financial Services’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 | $1.53M | Buy |
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|
2025
Q1 | $1.53M | Sell |
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|
2024
Q4 | $1.54M | Sell |
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|
2024
Q3 | $1.57M | Buy |
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|
2024
Q2 | $1.84M | Buy |
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|
2024
Q1 | $1.78M | Sell |
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|
2023
Q4 | $1.73M | Buy |
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|
2023
Q3 | $1.59M | Sell |
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|
2023
Q2 | $1.64M | Sell |
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|
2023
Q1 | $1.67M | Sell |
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|
2022
Q4 | $1.78M | Sell |
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|
2022
Q3 | $1.89M | Sell |
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|
2022
Q2 | $2.1M | Buy |
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|
2022
Q1 | $2.24M | Buy |
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|
2021
Q4 | $2.15M | Buy |
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|
2021
Q3 | $1.96M | Buy |
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|
2021
Q2 | $1.78M | Hold |
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|
2021
Q1 | $1.78M | Buy |
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|
2020
Q4 | $1.53M | Buy |
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|
2020
Q3 | $1.32M | Buy |
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|
2020
Q2 | $1.23M | Buy |
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|
2020
Q1 | $402K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $275K | Buy |
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