Focused Wealth 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 | $1.56M | Buy |
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|
2025
Q2 | $1.24M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $78.4K | Sell |
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|
2023
Q3 | $73.1K | Sell |
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|
2023
Q2 | $75K | Sell |
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|
2023
Q1 | $75.7K | Sell |
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|
2022
Q4 | $78.4K | Buy |
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|
2022
Q3 | $4K | Sell |
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|
2022
Q2 | $844K | Buy |
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|
2022
Q1 | $2K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $668K | Buy |
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|
2017
Q4 | $694K | Sell |
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|
2017
Q3 | $1.26M | Buy |
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|
2017
Q2 | $603K | Buy |
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|
2017
Q1 | $592K | Hold |
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|
2016
Q4 | $578K | Hold |
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|
2016
Q3 | $562K | Hold |
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|
2016
Q2 | $550K | Hold |
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|
2016
Q1 | $532K | Hold |
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|
2015
Q4 | $512K | Buy |
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