IMA Advisory Services’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 | $77.1M | Buy |
|
|||||
|
2025
Q1 | $80.5M | Buy |
|
|||||
|
2024
Q4 | $73.4M | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $9K | Sell |
|
|||||
|
2020
Q3 | $583K | Sell |
|
|||||
|
2020
Q2 | $596K | Sell |
|
|||||
|
2020
Q1 | $558K | Sell |
|
|||||
|
2019
Q4 | $823K | Sell |
|
|||||
|
2019
Q3 | $855K | Sell |
|
|||||
|
2019
Q2 | $878K | Sell |
|
|||||
|
2019
Q1 | $914K | Sell |
|
|||||
|
2018
Q4 | $950K | Sell |
|
|||||
|
2018
Q3 | $1.45M | Sell |
|
|||||
|
2018
Q2 | $1.46M | Sell |
|
|||||
|
2018
Q1 | $1.81M | Sell |
|
|||||
|
2017
Q4 | $1.92M | Sell |
|
|||||
|
2017
Q3 | $1.89M | Buy |
|
|||||
|
2017
Q2 | $1.56M | Sell |
|
|||||
|
2017
Q1 | $1.65M | Buy |
|
|||||
|
2016
Q4 | $1.28M | Buy |
|
|||||
|
2016
Q3 | $755K | Buy |
|
|||||
|
2016
Q2 | $559K | Buy |
|