Obermeyer Wealth 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 | $534K | Hold |
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|
2025
Q2 | $518K | Sell |
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|
2025
Q1 | $547K | Buy |
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|
2024
Q4 | $346K | Hold |
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|
2024
Q3 | $357K | Hold |
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|
2024
Q2 | $328K | Hold |
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|
2024
Q1 | $341K | Sell |
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|
2023
Q4 | $369K | Sell |
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|
2023
Q3 | $379K | Buy |
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|
2023
Q2 | $264K | Sell |
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|
2023
Q1 | $321K | Sell |
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|
2022
Q4 | $357K | Sell |
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|
2022
Q3 | $345K | Buy |
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|
2022
Q2 | $304K | Hold |
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|
2022
Q1 | $335K | Hold |
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|
2021
Q4 | $344K | Hold |
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|
2021
Q3 | $316K | Hold |
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|
2021
Q2 | $321K | Sell |
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|
2021
Q1 | $326K | Hold |
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|
2020
Q4 | $287K | Hold |
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|
2020
Q3 | $247K | Sell |
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|
2020
Q2 | $356K | Hold |
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|
2020
Q1 | $309K | Hold |
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|
2019
Q4 | $398K | Sell |
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|
2019
Q3 | $415K | Hold |
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|
2019
Q2 | $402K | Buy |
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