Moors & Cabot’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 | $929K | Buy |
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|
2025
Q2 | $854K | Buy |
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|
2025
Q1 | $677K | Buy |
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|
2024
Q4 | $586K | Buy |
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|
2024
Q3 | $569K | Sell |
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|
2024
Q2 | $528K | Sell |
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|
2024
Q1 | $614K | Sell |
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|
2023
Q4 | $609K | Sell |
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|
2023
Q3 | $611K | Buy |
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|
2023
Q2 | $625K | Buy |
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|
2023
Q1 | $588K | Sell |
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|
2022
Q4 | $607K | Buy |
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|
2022
Q3 | $527K | Buy |
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|
2022
Q2 | $278K | Buy |
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|
2022
Q1 | $294K | Sell |
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|
2021
Q4 | $306K | Buy |
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|
2021
Q3 | $237K | Buy |
|