Meridian Wealth 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 | $6.97M | Buy |
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|
2025
Q2 | $6.4M | Sell |
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|
2025
Q1 | $7.56M | Buy |
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|
2024
Q4 | $7.09M | Buy |
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|
2024
Q3 | $7.17M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $6.91M | Sell |
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|
2023
Q3 | $7.66M | Buy |
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|
2023
Q2 | $5.36M | Sell |
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|
2023
Q1 | $6.36M | Sell |
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|
2022
Q4 | $6.77M | Buy |
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|
2022
Q3 | $4.68M | Sell |
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|
2022
Q2 | $8.16M | Buy |
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|
2022
Q1 | $1.67M | Buy |
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|
2021
Q4 | $1.47M | Buy |
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|
2021
Q3 | $1.32M | Buy |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.2M | Sell |
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|
2020
Q4 | $1.08M | Buy |
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|
2020
Q3 | $651K | Sell |
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|
2020
Q2 | $773K | Buy |
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|
2020
Q1 | $639K | Buy |
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|
2019
Q4 | $651K | Sell |
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|
2019
Q3 | $627K | Buy |
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|
2019
Q2 | $6.02K | Buy |
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|
2019
Q1 | $593K | Sell |
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|
2018
Q4 | $540K | Buy |
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|
2018
Q3 | $516K | Sell |
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|
2018
Q2 | $611K | Buy |
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|
2018
Q1 | $569K | Buy |
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|
2017
Q4 | $581K | Sell |
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|
2017
Q3 | $544K | Sell |
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|
2017
Q2 | $652K | Buy |
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|
2017
Q1 | $638K | Sell |
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|
2016
Q4 | $2.72M | Buy |
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