NewEdge Advisors’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 | $25.7M | Buy |
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|
2025
Q2 | $22.3M | Sell |
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|
2025
Q1 | $26.3M | Buy |
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|
2024
Q4 | $25.3M | Sell |
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|
2024
Q3 | $37.1M | Buy |
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|
2024
Q2 | $34.1M | Buy |
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|
2024
Q1 | $31.7M | Buy |
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|
2023
Q4 | $27.4M | Sell |
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|
2023
Q3 | $33.4M | Buy |
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|
2023
Q2 | $34M | Buy |
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|
2023
Q1 | $34.2M | Buy |
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|
2022
Q4 | $13.5M | Buy |
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|
2022
Q3 | $27M | Buy |
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|
2022
Q2 | $28.7M | Buy |
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|
2022
Q1 | $26.8M | Buy |
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|
2021
Q4 | $25.5M | Buy |
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|
2021
Q3 | $17.2M | Buy |
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|
2021
Q2 | $16.3M | Sell |
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|
2021
Q1 | $16.5M | Sell |
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|
2020
Q4 | $14.8M | Sell |
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|
2020
Q3 | $13M | Sell |
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|
2020
Q2 | $12.2M | Sell |
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|
2020
Q1 | $10.8M | Buy |
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|
2019
Q4 | $13.6M | Sell |
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|
2019
Q3 | $13.2M | Buy |
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|
2019
Q2 | $12.8M | Buy |
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|
2019
Q1 | $7.49M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $215K | Buy |
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|
2017
Q2 | $116K | Buy |
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