F.L. Putnam Investment 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 | $6.92M | Sell |
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|
2025
Q2 | $8.77M | Buy |
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|
2025
Q1 | $2.4M | Buy |
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|
2024
Q4 | $686K | Buy |
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|
2024
Q3 | $681K | Sell |
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|
2024
Q2 | $650K | Sell |
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|
2024
Q1 | $993K | Sell |
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|
2023
Q4 | $967K | Sell |
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|
2023
Q3 | $1M | Buy |
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|
2023
Q2 | $713K | Buy |
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|
2023
Q1 | $572K | Buy |
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|
2022
Q4 | $321K | Sell |
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|
2022
Q3 | $300K | Sell |
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|
2022
Q2 | $336K | Buy |
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|
2022
Q1 | $357K | Buy |
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