Greenleaf Trust’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 | – | Sell |
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|
2025
Q2 | $232K | Sell |
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|
2025
Q1 | $270K | Sell |
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|
2024
Q4 | $346K | Buy |
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|
2024
Q3 | $334K | Buy |
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|
2024
Q2 | $261K | Sell |
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|
2024
Q1 | $564K | Buy |
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|
2023
Q4 | $421K | Buy |
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|
2023
Q3 | $215K | Sell |
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|
2023
Q2 | $244K | Hold |
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|
2023
Q1 | $245K | Buy |
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|
2022
Q4 | $204K | Buy |
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