Kovitz Investment Group Partners’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 | $3.89M | Buy |
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|
2025
Q2 | $3.49M | Buy |
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|
2025
Q1 | $1.4M | Sell |
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|
2024
Q4 | $1.58M | Buy |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $689K | Buy |
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|
2023
Q4 | $602K | Sell |
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|
2023
Q3 | $2.77M | Sell |
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|
2023
Q2 | $4.02M | Sell |
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|
2023
Q1 | $4.61M | Buy |
|