Gerber Kawasaki Wealth & Investment 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 | $52M | Sell |
|
|||||
|
2025
Q2 | $50.8M | Sell |
|
|||||
|
2025
Q1 | $53.9M | Buy |
|
|||||
|
2024
Q4 | $52.1M | Buy |
|
|||||
|
2024
Q3 | $53.4M | Sell |
|
|||||
|
2024
Q2 | $50.1M | Sell |
|
|||||
|
2024
Q1 | $53.2M | Sell |
|
|||||
|
2023
Q4 | $51.5M | Sell |
|
|||||
|
2023
Q3 | $53.8M | Buy |
|
|||||
|
2023
Q2 | $54.9M | Sell |
|
|||||
|
2023
Q1 | $57M | Sell |
|
|||||
|
2022
Q4 | $61.6M | Buy |
|
|||||
|
2022
Q3 | $48.5M | Buy |
|
|||||
|
2022
Q2 | $49.5M | Buy |
|
|||||
|
2022
Q1 | $50.4M | Buy |
|
|||||
|
2021
Q4 | $45.6M | Buy |
|
|||||
|
2021
Q3 | $39.2M | Buy |
|
|||||
|
2021
Q2 | $36.3M | Buy |
|
|||||
|
2021
Q1 | $31.4M | Buy |
|
|||||
|
2020
Q4 | $25.3M | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $20.1M | Buy |
|
|||||
|
2020
Q1 | $15.3M | Buy |
|