Meridian 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
Q3
$838K Buy
2025
Q2
$806K Buy
2025
Q1
Sell
2024
Q4
$990K Buy
2024
Q3
$1.02M Buy
2024
Q2
$899K Buy
2024
Q1
$919K Buy
2023
Q4
$873K Sell
2023
Q3
$1.03M Sell
2023
Q2
$1.13M Buy
2023
Q1
$1.11M Buy