Gradient Investments’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 | $1.43M | Buy |
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|
2025
Q2 | $1.27M | Buy |
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|
2025
Q1 | $1.29M | Sell |
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|
2024
Q4 | $1.28M | Buy |
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|
2024
Q3 | $1.31M | Sell |
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|
2024
Q2 | $1.43M | Buy |
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|
2024
Q1 | $1.42M | Sell |
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|
2023
Q4 | $1.48M | Buy |
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|
2023
Q3 | $1.37M | Sell |
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|
2023
Q2 | $1.59M | Buy |
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|
2023
Q1 | $1.54M | Buy |
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|
2022
Q4 | $1.5M | Sell |
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|
2022
Q3 | $1.36M | Buy |
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|
2022
Q2 | $1.46M | Sell |
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|
2022
Q1 | $1.63M | Buy |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $716K | Buy |
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|
2021
Q2 | $630K | Buy |
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|
2021
Q1 | $513K | Buy |
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|
2020
Q4 | $329K | Hold |
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|
2020
Q3 | $329K | Buy |
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|
2020
Q2 | $276K | Sell |
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|
2020
Q1 | $245K | Buy |
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|
2019
Q4 | $293K | Buy |
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|
2019
Q3 | $260K | Buy |
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|
2019
Q2 | $240K | Buy |
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|
2019
Q1 | $140K | Buy |
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|
2018
Q4 | $46K | Sell |
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|
2018
Q3 | $84K | Buy |
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|
2018
Q2 | $48K | Hold |
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|
2018
Q1 | $47K | Buy |
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|
2017
Q4 | $44K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $9K | Sell |
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|
2017
Q1 | $22K | Sell |
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|
2016
Q4 | $23K | Buy |
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