Evergreen Capital 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 | $723K | Buy |
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|
2025
Q2 | $529K | Buy |
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|
2025
Q1 | $532K | Buy |
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|
2024
Q4 | $518K | Sell |
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|
2024
Q3 | $647K | Buy |
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|
2024
Q2 | $482K | Buy |
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|
2024
Q1 | $492K | Sell |
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|
2023
Q4 | $465K | Buy |
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|
2023
Q3 | $405K | Buy |
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|
2023
Q2 | $387K | Buy |
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|
2023
Q1 | $337K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $605K | Buy |
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|
2021
Q4 | $619K | Buy |
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|
2021
Q3 | $567K | Buy |
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|
2021
Q2 | $245K | Buy |
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|
2021
Q1 | $235K | Buy |
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|
2020
Q4 | $205K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $212K | Buy |
|