Financial Perspectives’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
Q2 | $1.44M | Buy |
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|
2025
Q1 | $788K | Buy |
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|
2024
Q4 | $717K | Buy |
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|
2024
Q3 | $567K | Buy |
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|
2024
Q2 | $389K | Buy |
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|
2024
Q1 | $401K | Buy |
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|
2023
Q4 | $345K | Buy |
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|
2023
Q3 | $263K | Buy |
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|
2023
Q2 | $20.7K | Buy |
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|
2023
Q1 | $20.7K | Buy |
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|
2022
Q4 | $21.3K | Buy |
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|
2022
Q3 | $17.9K | Sell |
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|
2022
Q2 | $20.5K | Sell |
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|
2022
Q1 | $45.2K | Buy |
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|
2021
Q4 | $46.2K | Buy |
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|
2021
Q3 | $42.2K | Buy |
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|
2021
Q2 | $42.9K | Sell |
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|
2021
Q1 | $566K | Buy |
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|
2020
Q4 | $70.2K | Buy |
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|
2020
Q3 | $28.3K | Buy |
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|
2020
Q2 | $17.9K | Buy |
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|
2020
Q1 | $13.1K | Buy |
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|
2019
Q4 | $4.42K | Buy |
|