Gemmer Asset 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 | $620K | Hold |
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|
2025
Q2 | $601K | Hold |
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|
2025
Q1 | $634K | Hold |
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|
2024
Q4 | $620K | Buy |
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|
2024
Q3 | $634K | Buy |
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|
2024
Q2 | $572K | Sell |
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|
2024
Q1 | $631K | Buy |
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|
2023
Q4 | $352K | Buy |
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|
2023
Q3 | $314K | Sell |
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|
2023
Q2 | $325K | Sell |
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|
2023
Q1 | $457K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $136K | Buy |
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|
2021
Q4 | $139K | Buy |
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|
2021
Q3 | $126K | Buy |
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|
2021
Q2 | $105K | Buy |
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|
2021
Q1 | $101K | Sell |
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|
2020
Q4 | $101K | Buy |
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|
2020
Q3 | $86K | Buy |
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|
2020
Q2 | $75K | Buy |
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|
2020
Q1 | $65K | Buy |
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|
2019
Q4 | $12K | Hold |
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|
2019
Q3 | $11K | Hold |
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|
2019
Q2 | $11K | Hold |
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|
2019
Q1 | $10K | Hold |
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|
2018
Q4 | $9K | Hold |
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|
2018
Q3 | $11K | Hold |
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|
2018
Q2 | $10K | Buy |
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