Focus Financial Network’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 | $87.3M | Sell |
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|
2025
Q2 | $85.6M | Sell |
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|
2025
Q1 | $91.2M | Buy |
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|
2024
Q4 | $87M | Buy |
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|
2024
Q3 | $86.7M | Buy |
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|
2024
Q2 | $82.3M | Sell |
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|
2024
Q1 | $77.4M | Sell |
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|
2023
Q4 | $95.8M | Sell |
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|
2023
Q3 | $89.5M | Buy |
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|
2023
Q2 | $90.6M | Buy |
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|
2023
Q1 | $84.5M | Sell |
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|
2022
Q4 | $87.7M | Buy |
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|
2022
Q3 | $73.2M | Buy |
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|
2022
Q2 | $74M | Buy |
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|
2022
Q1 | $78.9M | Buy |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $1.1M | Sell |
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|
2020
Q4 | $47.3M | Buy |
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|
2020
Q3 | $39.5M | Sell |
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|
2020
Q2 | $40M | Buy |
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|
2020
Q1 | $33.4M | Buy |
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|
2019
Q4 | $36M | Buy |
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|
2019
Q3 | $33.5M | Buy |
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|
2019
Q2 | $31.2M | Buy |
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|
2019
Q1 | $29.9M | Buy |
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