GeoWealth 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
Q2 | $85 | Sell |
|
|||||
|
2025
Q1 | $14.5M | Buy |
|
|||||
|
2024
Q4 | $2.54K | Hold |
|
|||||
|
2024
Q3 | $2.63K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $1.18M | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $1.53M | Sell |
|
|||||
|
2021
Q4 | $9.29M | Sell |
|
|||||
|
2021
Q3 | $39M | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $316K | Buy |
|