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