Meridian Management’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
Q2 | $806K | Buy |
+30,398
| New | +$806K | 0.22% | 49 |
|
|
2025
Q1 | – | Sell |
-36,235
| Closed | -$990K | – | 97 |
|
|
2024
Q4 | $990K | Buy |
36,235
+109
| +0.3% | +$2.98K | 0.26% | 50 |
|
|
2024
Q3 | $1.02M | Buy |
36,126
+1,443
| +4% | +$40.7K | 0.26% | 47 |
|
|
2024
Q2 | $899K | Buy |
34,683
+498
| +1% | +$12.9K | 0.25% | 54 |
|
|
2024
Q1 | $919K | Buy |
34,185
+87
| +0.3% | +$2.34K | 0.25% | 52 |
|
|
2023
Q4 | $873K | Sell |
34,098
-9,636
| -22% | -$247K | 0.25% | 52 |
|
|
2023
Q3 | $1.03M | Sell |
43,734
-2,898
| -6% | -$68.4K | 0.34% | 45 |
|
|
2023
Q2 | $1.13M | Buy |
46,632
+1,167
| +3% | +$28.2K | 0.35% | 45 |
|
|
2023
Q1 | $1.11M | Buy |
+45,465
| New | +$1.11M | 0.36% | 42 |
|