HB Wealth 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 | $38.2M | Sell |
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|
2025
Q1 | $42.6M | Buy |
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|
2024
Q4 | $39.3M | Sell |
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|
2024
Q3 | $40.6M | Sell |
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|
2024
Q2 | $38.9M | Sell |
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|
2024
Q1 | $40.4M | Sell |
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|
2023
Q4 | $39M | Sell |
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|
2023
Q3 | $37.4M | Sell |
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|
2023
Q2 | $38.5M | Sell |
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|
2023
Q1 | $39.1M | Buy |
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|
2022
Q4 | $39.7M | Buy |
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|
2022
Q3 | $34.3M | Sell |
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|
2022
Q2 | $38M | Buy |
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|
2022
Q1 | $41.3M | Buy |
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|
2021
Q4 | $20.5M | Buy |
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