Mesirow Financial Investment 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 | $12.2M | Buy |
458,848
+20,087
| +5% | +$532K | 0.24% | 93 |
|
|
2025
Q1 | $12.3M | Buy |
438,761
+9,097
| +2% | +$254K | 0.24% | 93 |
|
|
2024
Q4 | $11.7M | Buy |
429,664
+15,328
| +4% | +$419K | 0.23% | 93 |
|
|
2024
Q3 | $11.7M | Buy |
414,336
+19,761
| +5% | +$557K | 0.23% | 97 |
|
|
2024
Q2 | $10.2M | Buy |
394,575
+7,563
| +2% | +$196K | 0.23% | 98 |
|
|
2024
Q1 | $10.4M | Buy |
387,012
+64,617
| +20% | +$1.74M | 0.24% | 98 |
|
|
2023
Q4 | $8.18M | Buy |
+322,395
| New | +$8.18M | 0.3% | 74 |
|