Exeter Financial’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 | $5.01M | Buy |
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|
2025
Q2 | $4.84M | Buy |
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|
2025
Q1 | $4.86M | Buy |
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|
2024
Q4 | $4.53M | Buy |
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|
2024
Q3 | $4.57M | Buy |
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|
2024
Q2 | $4.19M | Buy |
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|
2024
Q1 | $4.2M | Buy |
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|
2023
Q4 | $3.98M | Buy |
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|
2023
Q3 | $3.62M | Buy |
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|
2023
Q2 | $3.3M | Buy |
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|
2023
Q1 | $3.05M | Buy |
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|
2022
Q4 | $2.51M | Buy |
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|
2022
Q3 | $1.37M | Buy |
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|
2022
Q2 | $735K | Buy |
|