Grandview Asset 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
Q2 | $307K | Sell |
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|
2025
Q1 | $340K | Sell |
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|
2024
Q4 | $345K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $374K | Sell |
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|
2023
Q4 | $364K | Buy |
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|
2023
Q3 | $335K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $352K | Sell |
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|
2022
Q4 | $394K | Sell |
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|
2022
Q3 | $369K | Buy |
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|
2022
Q2 | $395K | Sell |
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|
2022
Q1 | $479K | Sell |
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|
2021
Q4 | $553K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $484K | Sell |
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|
2021
Q1 | $482K | Buy |
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|
2020
Q4 | $366K | Buy |
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|
2020
Q3 | $312K | Buy |
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