Marcum Wealth’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
Q1 | $1.17M | Sell |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $942K | Buy |
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|
2024
Q1 | $681K | Sell |
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|
2023
Q4 | $862K | Buy |
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|
2023
Q3 | $630K | Sell |
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|
2023
Q2 | $650K | Buy |
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|
2023
Q1 | $644K | Buy |
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|
2022
Q4 | $269K | Hold |
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|
2022
Q3 | $236K | Buy |
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