Global Retirement Partners’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 | $12.2M | Buy |
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|
2024
Q4 | $16.8M | Sell |
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|
2024
Q3 | $17.5M | Sell |
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|
2024
Q2 | $16.2M | Buy |
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|
2024
Q1 | $15.7M | Sell |
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|
2023
Q4 | $24.2M | Buy |
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|
2023
Q3 | $16.2M | Sell |
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|
2023
Q2 | $21.2M | Sell |
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|
2023
Q1 | $21M | Buy |
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|
2022
Q4 | $17.4M | Buy |
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|
2022
Q3 | $13.2M | Buy |
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|
2022
Q2 | $7.39M | Buy |
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|
2022
Q1 | $7.47M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $5.48M | Buy |
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|
2021
Q2 | $5.21M | Buy |
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|
2021
Q1 | $4.37M | Buy |
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|
2020
Q4 | $597K | Buy |
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|
2020
Q3 | $282K | Buy |
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|
2020
Q2 | $215K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $11K | Hold |
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|
2018
Q4 | $10K | Hold |
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|
2018
Q3 | $11K | Hold |
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|
2018
Q2 | $10K | Hold |
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|
2018
Q1 | $10K | Hold |
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|
2017
Q4 | $10K | Hold |
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|
2017
Q3 | $10K | Buy |
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|
2017
Q2 | $5K | Buy |
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