Newman Dignan & Sheerar Inc’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 | $25.2M | Buy |
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|
2025
Q2 | $23.9M | Buy |
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|
2025
Q1 | $24.6M | Buy |
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|
2024
Q4 | $22M | Sell |
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|
2024
Q3 | $22.2M | Buy |
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|
2024
Q2 | $19.6M | Buy |
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|
2024
Q1 | $19.9M | Buy |
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|
2023
Q4 | $18.1M | Buy |
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|
2023
Q3 | $16M | Buy |
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|
2023
Q2 | $16.1M | Buy |
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|
2023
Q1 | $16M | Sell |
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|
2022
Q4 | $17.6M | Buy |
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|
2022
Q3 | $15.2K | Buy |
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|
2022
Q2 | $15.9M | Sell |
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|
2022
Q1 | $17.7K | Buy |
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|
2021
Q4 | $18.1M | Sell |
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|
2021
Q3 | $16.9M | Sell |
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|
2021
Q2 | $17.4M | Sell |
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|
2021
Q1 | $16.8M | Sell |
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|
2020
Q4 | $14.7K | Buy |
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|
2020
Q3 | $12.3M | Buy |
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|
2020
Q2 | $11.9M | Buy |
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|
2020
Q1 | $10.4M | Buy |
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|
2019
Q4 | $12.4K | Sell |
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|
2019
Q3 | $14.1M | Buy |
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|
2019
Q2 | $10.9K | Buy |
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|
2019
Q1 | $10.3M | Buy |
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|
2018
Q4 | $9.17K | Buy |
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|
2018
Q3 | $9.16M | Sell |
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|
2018
Q2 | $8.48K | Sell |
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|
2018
Q1 | $8.57M | Buy |
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|
2017
Q4 | $8.61M | Buy |
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|
2017
Q3 | $7.53M | Buy |
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|
2017
Q2 | $7.11M | Sell |
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|
2017
Q1 | $7.61K | Buy |
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|
2016
Q4 | $6.87M | Buy |
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|
2016
Q3 | $6.66M | Sell |
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|
2016
Q2 | $6.55M | Buy |
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|
2016
Q1 | $6.19M | Buy |
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|
2015
Q4 | $3.91M | Buy |
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|
2015
Q3 | $3.52M | Buy |
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|
2015
Q2 | $3.65M | Sell |
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|
2015
Q1 | $3.85M | Sell |
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|
2014
Q4 | $3.92K | Buy |
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|
2014
Q3 | $3.6M | Buy |
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|
2014
Q2 | $332 | Buy |
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|
2014
Q1 | $3.19M | Buy |
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|
2013
Q4 | $3.14K | Buy |
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|
2013
Q3 | $2.64M | Sell |
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|
2013
Q2 | $2.64K | Buy |
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