Meeder Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,172
Closed -$387K 591
2024
Q4
$387K Buy
14,172
+5,967
+73% +$163K 0.02% 398
2024
Q3
$231K Buy
+8,205
New +$231K 0.02% 493