Marquette Asset 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
Q2 | $8.22M | Sell |
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2025
Q1 | $56.5M | Buy |
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2024
Q4 | $55.1M | Buy |
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2024
Q3 | $56.7M | Sell |
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2024
Q2 | $52.3M | Buy |
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2024
Q1 | $52.8M | Sell |
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2023
Q4 | $52.9M | Buy |
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2023
Q3 | $39.2M | Buy |
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2023
Q2 | $35M | Sell |
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2023
Q1 | $35.5M | Buy |
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2022
Q4 | $27.6M | Buy |
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2022
Q3 | $23.4M | Buy |
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2022
Q2 | $21.6M | Buy |
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2022
Q1 | $23M | Sell |
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2021
Q4 | $24M | Buy |
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2021
Q3 | $21.2M | Sell |
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2021
Q2 | $21.7M | Buy |
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2021
Q1 | $20.3M | Buy |
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2020
Q4 | $16.7M | Buy |
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2020
Q3 | $11.5M | Buy |
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2020
Q2 | $2.85M | Buy |
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2020
Q1 | $1.52M | Buy |
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2019
Q4 | $1.55M | Buy |
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2019
Q3 | $1.1M | Buy |
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2019
Q2 | $956K | Buy |
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2019
Q1 | $839K | Buy |
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2018
Q4 | $656K | Sell |
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2018
Q3 | $777K | Buy |
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2018
Q2 | $522K | Buy |
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2018
Q1 | $426K | Buy |
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