Essex Savings Bank’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 | $446K | Sell |
|
|||||
|
2025
Q2 | $453K | Hold |
|
|||||
|
2025
Q1 | $477K | Buy |
|
|||||
|
2024
Q4 | $462K | Buy |
|
|||||
|
2024
Q3 | $438K | Hold |
|
|||||
|
2024
Q2 | $403K | Buy |
|
|||||
|
2024
Q1 | $386K | Hold |
|
|||||
|
2023
Q4 | $386K | Sell |
|
|||||
|
2023
Q3 | $384K | Sell |
|
|||||
|
2023
Q2 | $581K | Sell |
|
|||||
|
2023
Q1 | $646K | Sell |
|
|||||
|
2022
Q4 | $669K | Buy |
|
|||||
|
2022
Q3 | $343K | Buy |
|
|||||
|
2022
Q2 | $299K | Hold |
|
|||||
|
2022
Q1 | $329K | Buy |
|
|||||
|
2021
Q4 | $227K | Hold |
|
|||||
|
2021
Q3 | $218K | Hold |
|
|||||
|
2021
Q2 | $216K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $13K | Hold |
|
|||||
|
2019
Q1 | $13K | Buy |
|
|||||
|
2018
Q4 | $9K | Buy |
|