Global Financial Private Client’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
$7.69M Buy
2025
Q1
$8.1M Sell
2024
Q4
$7.93M Sell
2024
Q3
$8.21M Sell
2024
Q2
$7.6M Sell
2024
Q1
$7.87M Sell
2023
Q4
$7.72M Sell
2023
Q3
$7.46M Sell
2023
Q2
$7.84M Sell
2023
Q1
$11.6M Buy
2022
Q4
$11.4M Buy
2022
Q3
$8.69M Buy
2022
Q2
$8.52M Buy
2022
Q1
$8.5M Buy
2021
Q4
$7.02M Buy
2021
Q3
$6.37M Buy
2021
Q2
$6.08M Buy
2021
Q1
$4.67M Buy
2020
Q4
$4M Sell
2020
Q3
$3.64M Buy
2020
Q2
$2.83M Buy
2020
Q1
$2.26M Buy
2019
Q4
$8.69K Buy