NorthRock Partners’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 | $380K | Buy |
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|
2025
Q2 | $345K | Sell |
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|
2025
Q1 | $379K | Buy |
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|
2024
Q4 | $345K | Sell |
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|
2024
Q3 | $438K | Sell |
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|
2024
Q2 | $444K | Buy |
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|
2024
Q1 | $421K | Sell |
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|
2023
Q4 | $418K | Buy |
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|
2023
Q3 | $374K | Sell |
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|
2023
Q2 | $395K | Sell |
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|
2023
Q1 | $513K | Buy |
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|
2022
Q4 | $512K | Sell |
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|
2022
Q3 | $593K | Sell |
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|
2022
Q2 | $661K | Sell |
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|
2022
Q1 | $934K | Buy |
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|
2021
Q4 | $282K | Sell |
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|
2021
Q3 | $296K | Buy |
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|
2021
Q2 | $260K | Buy |
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|
2021
Q1 | $240K | Buy |
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