Financial Engines Advisors’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 | $1.9M | Buy |
|
|||||
|
2025
Q2 | $1.43M | Buy |
|
|||||
|
2025
Q1 | $1.21M | Buy |
|
|||||
|
2024
Q4 | $1.06M | Buy |
|
|||||
|
2024
Q3 | $762K | Sell |
|
|||||
|
2024
Q2 | $732K | Sell |
|
|||||
|
2024
Q1 | $991K | Sell |
|
|||||
|
2023
Q4 | $954K | Buy |
|
|||||
|
2023
Q3 | $840K | Buy |
|
|||||
|
2023
Q2 | $773K | Sell |
|
|||||
|
2023
Q1 | $804K | Buy |
|
|||||
|
2022
Q4 | $660K | Buy |
|
|||||
|
2022
Q3 | $569K | Buy |
|
|||||
|
2022
Q2 | $405K | Buy |
|
|||||
|
2022
Q1 | $214K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $6K | Buy |
|