Horizon 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
$9.69M Sell
2025
Q2
$24M Sell
2025
Q1
$31.1M Sell
2024
Q4
$31.1M Buy
2024
Q3
$10.2M Buy
2024
Q2
$27.2M Buy
2024
Q1
$27.1M Sell
2023
Q4
$30M Buy
2023
Q3
$24.4M Buy
2023
Q2
$23.7M Buy
2023
Q1
$13.8M Buy
2022
Q4
$11.4M Buy
2014
Q1
Sell
2013
Q4
$3.67M Buy
2013
Q3
$2.48M Buy
2013
Q2
$855K Buy