INVST’s Schwab US Dividend Equity ETF SCHD Stock Holding History

INVST’s Portfolio SCHD Stock Details SCHD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$725K	Buy
2025 Q1	$727K	Sell
2024 Q4	$758K	Sell
2024 Q3	$786K	Sell
2024 Q2	$747K	Sell
2024 Q1	$887K	Buy
2023 Q4	$790K	Buy
2023 Q3	$278K	Buy
2023 Q2	$256K	Buy