Hennion & Walsh Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $486K | Sell |
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|
2024
Q2 | $668K | Sell |
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|
2024
Q1 | $711K | Sell |
|
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|
2023
Q4 | $17.9M | Sell |
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|
2023
Q3 | $20.7M | Sell |
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|
2023
Q2 | $41.5M | Buy |
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|
2023
Q1 | $38.8M | Sell |
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|
2022
Q4 | $40.1M | Sell |
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|
2022
Q3 | $36.4M | Buy |
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|
2022
Q2 | $39M | Sell |
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|
2022
Q1 | $43.3M | Buy |
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|
2021
Q4 | $41.5M | Buy |
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|
2021
Q3 | $36.9M | Buy |
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|
2021
Q2 | $37.1M | Buy |
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|
2021
Q1 | $33.6M | Buy |
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