MAI Capital Management’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 | $59.8M | Buy |
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|
2025
Q2 | $57.7M | Buy |
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|
2025
Q1 | $59.9M | Buy |
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|
2024
Q4 | $58.4M | Buy |
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|
2024
Q3 | $34.3M | Buy |
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|
2024
Q2 | $31.1M | Buy |
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|
2024
Q1 | $21M | Buy |
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|
2023
Q4 | $18.8M | Buy |
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|
2023
Q3 | $13M | Buy |
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|
2023
Q2 | $7.37M | Buy |
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|
2023
Q1 | $2.6M | Buy |
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|
2022
Q4 | $2.35M | Buy |
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|
2022
Q3 | $1.75M | Buy |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $434K | Buy |
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|
2021
Q2 | $318K | Buy |
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|
2021
Q1 | $204K | Sell |
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|
2020
Q4 | $236K | Buy |
|