Manning & Napier 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
Q3
$20M Buy
2025
Q2
$19M Sell
2025
Q1
$21.1M Sell
2024
Q4
$20.7M Sell
2024
Q3
$22.2M Buy
2024
Q2
$19.8M Buy
2017
Q3
Hold
2017
Q2
Hold
2017
Q1
Hold
2016
Q4
Hold
2016
Q2
Hold
2016
Q1
Hold
2015
Q4
Hold
2015
Q3
Hold
2015
Q2
Hold
2015
Q1
Hold
2014
Q4
Hold