LS Investment Advisors’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 | $4.3M | Sell |
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|
2025
Q1 | $4.96M | Buy |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $876K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $33K | Hold |
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|
2020
Q1 | $29K | Hold |
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|
2019
Q4 | $37K | Hold |
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|
2019
Q3 | $35K | Hold |
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|
2019
Q2 | $34K | Hold |
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|
2019
Q1 | $33K | Buy |
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|
2018
Q4 | $28K | Hold |
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|
2018
Q3 | $31K | Hold |
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|
2018
Q2 | $29K | Hold |
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|
2018
Q1 | $29K | Hold |
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|
2017
Q4 | $30K | Hold |
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|
2017
Q3 | $28K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $23K | Hold |
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|
2015
Q3 | $21K | Buy |
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