Hunter Associates Investment 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 | $17.6M | Sell |
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|
2025
Q1 | $19.3M | Sell |
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|
2024
Q4 | $19.1M | Buy |
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|
2024
Q3 | $17.5M | Buy |
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|
2024
Q2 | $14.8M | Buy |
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|
2024
Q1 | $11.9M | Buy |
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|
2023
Q4 | $10.5M | Buy |
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|
2023
Q3 | $9.23M | Buy |
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|
2023
Q2 | $8.35M | Buy |
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|
2023
Q1 | $5.7M | Buy |
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|
2022
Q4 | $2.32M | Buy |
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|
2022
Q3 | $1.43M | Buy |
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|
2022
Q2 | $1.04M | Buy |
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