OneDigital Investment 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
Q2 | $18.5M | Sell |
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2025
Q1 | $19.8M | Sell |
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|
2024
Q4 | $19.5M | Sell |
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|
2024
Q3 | $20.8M | Sell |
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|
2024
Q2 | $19.6M | Sell |
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|
2024
Q1 | $22.1M | Sell |
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|
2023
Q4 | $24.8M | Sell |
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|
2023
Q3 | $34.5M | Sell |
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|
2023
Q2 | $55.3M | Sell |
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|
2023
Q1 | $57.9M | Sell |
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|
2022
Q4 | $79.1M | Buy |
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|
2022
Q3 | $42.9M | Buy |
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|
2022
Q2 | $6.57M | Buy |
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|
2022
Q1 | $6.89M | Buy |
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|
2021
Q4 | $6.54M | Sell |
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|
2021
Q3 | $6.05M | Buy |
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|
2021
Q2 | $4.91M | Buy |
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|
2021
Q1 | $4.36M | Buy |
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|
2020
Q4 | $3.64M | Sell |
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|
2020
Q3 | $3.18M | Sell |
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|
2020
Q2 | $3.08M | Sell |
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|
2020
Q1 | $2.71M | Sell |
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|
2019
Q4 | $4.53M | Buy |
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|
2019
Q3 | $4.23M | Sell |
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|
2019
Q2 | $7.78M | Buy |
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|
2019
Q1 | $4.49M | Sell |
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|
2018
Q4 | $4.14M | Buy |
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|
2018
Q3 | $700K | Sell |
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|
2018
Q2 | $677K | Sell |
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|
2018
Q1 | $783K | Sell |
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|
2017
Q4 | $842K | Sell |
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|
2017
Q3 | $846K | Sell |
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|
2017
Q2 | $1.01M | Buy |
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