Klingman & Associates’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 | $262K | Sell |
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|
2025
Q2 | $319K | Sell |
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|
2025
Q1 | $342K | Buy |
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|
2024
Q4 | $256K | Sell |
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|
2024
Q3 | $267K | Hold |
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|
2024
Q2 | $245K | Hold |
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|
2024
Q1 | $254K | Hold |
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|
2023
Q4 | $240K | Hold |
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|
2023
Q3 | $223K | Hold |
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|
2023
Q2 | $229K | Buy |
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|
2023
Q1 | $229K | Buy |
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|
2022
Q4 | $232K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $218K | Hold |
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|
2021
Q4 | $223K | Sell |
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|
2021
Q3 | $205K | Hold |
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|
2021
Q2 | $209K | Buy |
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