NBT Bank’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 | $7.56M | Buy |
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|
2025
Q1 | $7.93M | Sell |
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|
2024
Q4 | $7.82M | Sell |
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|
2024
Q3 | $8.23M | Sell |
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|
2024
Q2 | $7.84M | Sell |
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|
2024
Q1 | $8.2M | Sell |
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|
2023
Q4 | $7.86M | Sell |
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|
2023
Q3 | $7.62M | Sell |
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|
2023
Q2 | $7.97M | Buy |
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|
2023
Q1 | $7.74M | Buy |
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|
2022
Q4 | $7.86M | Sell |
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|
2022
Q3 | $7.13M | Sell |
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|
2022
Q2 | $8.12M | Sell |
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|
2022
Q1 | $9.69M | Buy |
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|
2021
Q4 | $8.83M | Sell |
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|
2021
Q3 | $8.17M | Buy |
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|
2021
Q2 | $8.22M | Sell |
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|
2021
Q1 | $8.1M | Sell |
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|
2020
Q4 | $7.67M | Buy |
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|
2020
Q3 | $6.59M | Buy |
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|
2020
Q2 | $5.67M | Buy |
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|
2020
Q1 | $4.55M | Buy |
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|
2019
Q4 | $5.46M | Buy |
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|
2019
Q3 | $4.94M | Sell |
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|
2019
Q2 | $6.49M | Sell |
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|
2019
Q1 | $9.03M | Buy |
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