Integrated Wealth Concepts’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 | $21.9M | Buy |
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|
2025
Q1 | $20.9M | Sell |
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|
2024
Q4 | $21.8M | Buy |
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|
2024
Q3 | $21.9M | Sell |
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|
2024
Q2 | $26.8M | Buy |
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|
2024
Q1 | $27.5M | Sell |
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|
2023
Q4 | $27.4M | Sell |
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|
2023
Q3 | $25.5M | Sell |
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|
2023
Q2 | $34.2M | Buy |
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|
2023
Q1 | $29.5M | Buy |
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|
2022
Q4 | $20.8M | Buy |
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|
2022
Q3 | $14.2M | Buy |
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|
2022
Q2 | $9.17M | Buy |
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|
2022
Q1 | $2.35M | Buy |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $505K | Buy |
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|
2021
Q2 | $307K | Buy |
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