MBL 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
Q3 | $242K | Sell |
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|
2025
Q2 | $275K | Sell |
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|
2025
Q1 | $303K | Sell |
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|
2024
Q4 | $302K | Sell |
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|
2024
Q3 | $347K | Sell |
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|
2024
Q2 | $349K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $214K | Sell |
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|
2022
Q3 | $334K | Sell |
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|
2022
Q2 | $418K | Sell |
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|
2022
Q1 | $559K | Buy |
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|
2021
Q3 | $843K | Buy |
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|
2021
Q1 | $1.43M | Buy |
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|
2020
Q4 | $1.03M | Buy |
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