Evanson Asset 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 | $1.69M | Buy |
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|
2025
Q2 | $1.61M | Buy |
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|
2025
Q1 | $1.7M | Buy |
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|
2024
Q4 | $1.55M | Buy |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.44M | Buy |
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|
2023
Q4 | $889K | Sell |
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|
2023
Q3 | $841K | Sell |
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|
2023
Q2 | $961K | Sell |
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|
2023
Q1 | $1.17M | Buy |
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|
2022
Q4 | $1.2M | Buy |
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|
2022
Q3 | $967K | Buy |
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|
2022
Q2 | $892K | Buy |
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|
2022
Q1 | $922K | Sell |
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|
2021
Q4 | $991K | Buy |
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|
2021
Q3 | $922K | Buy |
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|
2021
Q2 | $866K | Sell |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $1.06M | Sell |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $1.13M | Buy |
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|
2020
Q1 | $824K | Buy |
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|
2019
Q4 | $1.06M | Buy |
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|
2019
Q3 | $979K | Buy |
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|
2019
Q2 | $945K | Hold |
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|
2019
Q1 | $931K | Buy |
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|
2018
Q4 | $835K | Sell |
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|
2018
Q3 | $960K | Buy |
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|
2018
Q2 | $890K | Sell |
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|
2018
Q1 | $919K | Buy |
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|
2017
Q4 | $841K | Sell |
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|
2017
Q3 | $971K | Buy |
|
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|
2017
Q2 | $932K | Buy |
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|
2017
Q1 | $900K | Buy |
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|
2016
Q4 | $826K | Buy |
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|
2016
Q3 | $774K | Buy |
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|
2016
Q2 | $404K | Buy |
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