Evercore 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
Q2 | – | Sell |
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|
2025
Q1 | $467K | Sell |
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|
2024
Q4 | $470K | Buy |
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|
2024
Q3 | $212K | Sell |
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|
2024
Q2 | $274K | Hold |
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|
2024
Q1 | $284K | Hold |
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|
2023
Q4 | $269K | Sell |
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|
2023
Q3 | $272K | Sell |
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|
2023
Q2 | $312K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2K | Hold |
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|
2017
Q3 | $2K | Hold |
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|
2017
Q2 | $2K | Hold |
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|
2017
Q1 | $2K | Hold |
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|
2016
Q4 | $2K | Sell |
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|
2016
Q3 | $10K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $100K | Hold |
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|
2015
Q4 | $96K | Hold |
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|
2015
Q3 | $90K | Hold |
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|
2015
Q2 | $96K | Buy |
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