MassMutual Private Wealth & Trust’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
Q4 | $2.08M | Buy |
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|
2025
Q3 | $1.75M | Buy |
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|
2025
Q2 | $1.01M | Buy |
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|
2025
Q1 | $228K | Sell |
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|
2024
Q4 | $286K | Buy |
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|
2024
Q3 | $143K | Buy |
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|
2024
Q2 | $101K | Sell |
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|
2024
Q1 | $111K | Sell |
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|
2023
Q4 | $5.11M | Buy |
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|
2023
Q3 | $18K | Hold |
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|
2023
Q2 | $18.5K | Sell |
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|
2023
Q1 | $57.3K | Sell |
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|
2022
Q4 | $114K | Sell |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $1.88M | Buy |
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|
2021
Q4 | $1.53M | Buy |
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|
2021
Q3 | $1.21M | Buy |
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|
2021
Q2 | $1.16M | Buy |
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|
2021
Q1 | $775K | Sell |
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|
2020
Q4 | $802K | Buy |
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|
2020
Q3 | $288K | Buy |
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|
2020
Q2 | $80K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $13.4K | Hold |
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|
2016
Q4 | $13.1K | Buy |
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|
2016
Q2 | $12.4K | Hold |
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|
2016
Q1 | $12K | Hold |
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|
2015
Q4 | $11.6K | Buy |
|