Montag & Caldwell’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 | – | Sell |
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|
2025
Q1 | $1.17M | Sell |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $344K | Sell |
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|
2024
Q2 | $320K | Buy |
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|
2024
Q1 | $329K | Buy |
|
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $469K | Sell |
|
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|
2023
Q2 | $676K | Buy |
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|
2023
Q1 | $635K | Sell |
|
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|
2022
Q4 | $1.13M | Hold |
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|
2022
Q3 | $995K | Buy |
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|
2022
Q2 | $668K | Buy |
|