Guild Investment 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
Q3
$4.36M Buy
2025
Q2
$3.79M Buy
2025
Q1
$2.75M Buy
2024
Q4
$2.21M Buy
2024
Q3
Sell
2024
Q2
$462K Buy
2024
Q1
$385K Buy