LPL Financial’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 | $1.04B | Buy |
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|
2025
Q1 | $1.08B | Buy |
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|
2024
Q4 | $992M | Buy |
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|
2024
Q3 | $975M | Buy |
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|
2024
Q2 | $869M | Buy |
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|
2024
Q1 | $874M | Sell |
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|
2023
Q4 | $873M | Buy |
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|
2023
Q3 | $798M | Buy |
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|
2023
Q2 | $782M | Buy |
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|
2023
Q1 | $740M | Buy |
|
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|
2022
Q4 | $680M | Buy |
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|
2022
Q3 | $508M | Buy |
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|
2022
Q2 | $494M | Buy |
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|
2022
Q1 | $429M | Buy |
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|
2021
Q4 | $386M | Buy |
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|
2021
Q3 | $306M | Buy |
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|
2021
Q2 | $270M | Buy |
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|
2021
Q1 | $214M | Buy |
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|
2020
Q4 | $156M | Buy |
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|
2020
Q3 | $105M | Buy |
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|
2020
Q2 | $84.6M | Buy |
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|
2020
Q1 | $70.7M | Buy |
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|
2019
Q4 | $84M | Buy |
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|
2019
Q3 | $68.7M | Buy |
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|
2019
Q2 | $56.6M | Buy |
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|
2019
Q1 | $49.3M | Buy |
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|
2018
Q4 | $41.8M | Buy |
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|
2018
Q3 | $28.6M | Buy |
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|
2018
Q2 | $21.7M | Buy |
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|
2018
Q1 | $20.2M | Buy |
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|
2017
Q4 | $15.7M | Buy |
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|
2017
Q3 | $12.6M | Buy |
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|
2017
Q2 | $11.9M | Buy |
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|
2017
Q1 | $11M | Buy |
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|
2016
Q4 | $10.3M | Buy |
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|
2016
Q3 | $9.4M | Buy |
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|
2016
Q2 | $8.13M | Sell |
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|
2016
Q1 | $13.6M | Sell |
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|
2015
Q4 | $15.3M | Buy |
|
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|
2015
Q3 | $7.27M | Sell |
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|
2015
Q2 | $7.8M | Buy |
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|
2015
Q1 | $7.13M | Buy |
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|
2014
Q4 | $5.62M | Buy |
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|
2014
Q3 | $4.47M | Buy |
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|
2014
Q2 | $4.28M | Buy |
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|
2014
Q1 | $3.84M | Buy |
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|
2013
Q4 | $907K | Buy |
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|
2013
Q3 | $686K | Sell |
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|
2013
Q2 | $663K | Buy |
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