Merit Financial Group’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
Q2 | $25.7M | Buy |
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|
2025
Q1 | $26.7M | Sell |
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|
2024
Q4 | $27.4M | Sell |
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|
2024
Q3 | $32M | Sell |
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|
2024
Q2 | $35.3M | Sell |
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|
2024
Q1 | $53.6M | Sell |
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|
2023
Q4 | $235M | Sell |
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|
2023
Q3 | $222M | Buy |
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|
2023
Q2 | $219M | Sell |
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|
2023
Q1 | $243M | Buy |
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|
2022
Q4 | $245M | Buy |
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|
2022
Q3 | $204M | Buy |
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|
2022
Q2 | $122M | Buy |
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|
2022
Q1 | $506K | Buy |
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|
2021
Q4 | $492K | Sell |
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|
2021
Q3 | $460K | Buy |
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|
2021
Q2 | $464K | Buy |
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|
2021
Q1 | $444K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $322K | Sell |
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|
2019
Q1 | $406K | Sell |
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|
2018
Q4 | $367K | Sell |
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|
2018
Q3 | $480K | Buy |
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|
2018
Q2 | $443K | Buy |
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|
2018
Q1 | $383K | Buy |
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|
2017
Q4 | $385K | Buy |
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