HighTower Advisors’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 | $150M | Sell |
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|
2025
Q1 | $159M | Buy |
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|
2024
Q4 | $143M | Buy |
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|
2024
Q3 | $138M | Buy |
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|
2024
Q2 | $127M | Sell |
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|
2024
Q1 | $133M | Sell |
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|
2023
Q4 | $127M | Sell |
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|
2023
Q3 | $133M | Buy |
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|
2023
Q2 | $101M | Sell |
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|
2023
Q1 | $103M | Sell |
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|
2022
Q4 | $114M | Buy |
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|
2022
Q3 | $76.8M | Buy |
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|
2022
Q2 | $35M | Buy |
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|
2022
Q1 | $37.8M | Buy |
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|
2021
Q4 | $35.3M | Buy |
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|
2021
Q3 | $29.7M | Buy |
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|
2021
Q2 | $28.8M | Sell |
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|
2021
Q1 | $28M | Buy |
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|
2020
Q4 | $18.9M | Buy |
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|
2020
Q3 | $9.62M | Sell |
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|
2020
Q2 | $10.4M | Buy |
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|
2020
Q1 | $7.09M | Sell |
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|
2019
Q4 | $9.88M | Buy |
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|
2019
Q3 | $8.63M | Sell |
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|
2019
Q2 | $8.45M | Buy |
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|
2019
Q1 | $7.67M | Buy |
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|
2018
Q4 | $6.07M | Sell |
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|
2018
Q3 | $8.02M | Buy |
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|
2018
Q2 | $5.98M | Buy |
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|
2018
Q1 | $5.62M | Buy |
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|
2017
Q4 | $3.42M | Buy |
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|
2017
Q3 | $637K | Buy |
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|
2017
Q2 | $442K | Sell |
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|
2017
Q1 | $447K | Sell |
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|
2016
Q4 | $1.47M | Buy |
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|
2016
Q3 | $328K | Sell |
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|
2016
Q2 | $365K | Buy |
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|
2016
Q1 | $302K | Sell |
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|
2015
Q4 | $1.51M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $207K | Buy |
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