Nations 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 | $12.5M | Buy |
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|
2025
Q1 | $9.76M | Sell |
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|
2024
Q4 | $9.7M | Sell |
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|
2024
Q3 | $17.1M | Sell |
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|
2024
Q2 | $16.8M | Buy |
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|
2024
Q1 | $16M | Buy |
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|
2023
Q4 | $14.7M | Sell |
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|
2023
Q3 | $16M | Buy |
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|
2023
Q2 | $14.8M | Buy |
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|
2023
Q1 | $13.6M | Buy |
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|
2022
Q4 | $11.7M | Buy |
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|
2022
Q3 | $5.48M | Buy |
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|
2022
Q2 | $4.32M | Sell |
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|
2022
Q1 | $11.4M | Buy |
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|
2021
Q4 | $2.53M | Buy |
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|
2021
Q3 | $2.07M | Buy |
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|
2021
Q2 | $2M | Buy |
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|
2021
Q1 | $1.87M | Buy |
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|
2020
Q4 | $577K | Buy |
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|
2020
Q3 | $416K | Sell |
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|
2020
Q2 | $400K | Hold |
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|
2020
Q1 | $347K | Buy |
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|
2019
Q4 | $243K | Buy |
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