Fiduciary Trust’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 | $6.45M | Sell |
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|
2025
Q2 | $7.29M | Sell |
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|
2025
Q1 | $10.5M | Sell |
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|
2024
Q4 | $12.9M | Sell |
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|
2024
Q3 | $21.6M | Sell |
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|
2024
Q2 | $27.5M | Sell |
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|
2024
Q1 | $55.6M | Sell |
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|
2023
Q4 | $80.1M | Sell |
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|
2023
Q3 | $84.7M | Buy |
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|
2023
Q2 | $79.9M | Buy |
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|
2023
Q1 | $72.1M | Buy |
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|
2022
Q4 | $27.2M | Buy |
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|
2022
Q3 | $23.1M | Buy |
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|
2022
Q2 | $22.9M | Buy |
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|
2022
Q1 | $19.7M | Buy |
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|
2021
Q4 | $14M | Buy |
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|
2021
Q3 | $11.7M | Buy |
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|
2021
Q2 | $9.92M | Buy |
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|
2021
Q1 | $8.13M | Buy |
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|
2020
Q4 | $3M | Buy |
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|
2020
Q3 | $218K | Buy |
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