Harbour 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 | $52.3M | Buy |
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|
2025
Q2 | $50.4M | Sell |
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|
2025
Q1 | $67M | Buy |
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|
2024
Q4 | $64.5M | Sell |
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|
2024
Q3 | $71.3M | Buy |
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|
2024
Q2 | $62.5M | Buy |
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|
2024
Q1 | $62.1M | Buy |
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|
2023
Q4 | $55.3M | Buy |
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|
2023
Q3 | $18M | Buy |
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|
2023
Q2 | $17.7M | Buy |
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|
2023
Q1 | $16.8M | Buy |
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|
2022
Q4 | $14.7M | Buy |
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|
2022
Q3 | $6.63M | Hold |
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|
2022
Q2 | $6.63M | Buy |
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|
2021
Q4 | $4.25M | Sell |
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|
2021
Q3 | $54.8M | Buy |
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|
2021
Q2 | $54.2M | Buy |
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|
2021
Q1 | $47.5M | Buy |
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