Jefferies Financial Group’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 | $618K | Hold |
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|
2025
Q2 | $600K | Sell |
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|
2025
Q1 | $643K | Hold |
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|
2024
Q4 | $628K | Sell |
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|
2024
Q3 | $658K | Sell |
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|
2024
Q2 | $612K | Hold |
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|
2024
Q1 | $635K | Hold |
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|
2023
Q4 | $599K | Sell |
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|
2023
Q3 | $605K | Buy |
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|
2023
Q2 | $572K | Hold |
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|
2023
Q1 | $576K | Buy |
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|
2022
Q4 | $570K | Buy |
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