Hendershot 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 | $184K | Hold |
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|
2025
Q2 | $179K | Hold |
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|
2025
Q1 | $189K | Hold |
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|
2024
Q4 | $184K | Buy |
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|
2024
Q3 | $182K | Hold |
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|
2024
Q2 | $167K | Hold |
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|
2024
Q1 | $173K | Hold |
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|
2023
Q4 | $164K | Hold |
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|
2023
Q3 | $152K | Sell |
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|
2023
Q2 | $165K | Sell |
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|
2023
Q1 | $363K | Buy |
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|
2022
Q4 | $373K | Buy |
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