Orion Portfolio Solutions’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
Q1 | $7.51M | Buy |
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|
2024
Q4 | $7.26M | Sell |
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|
2024
Q3 | $8.46M | Buy |
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|
2024
Q2 | $5.2M | Buy |
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|
2024
Q1 | $4.86M | Sell |
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|
2023
Q4 | $4.76M | Sell |
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|
2023
Q3 | $7.73M | Sell |
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|
2023
Q2 | $8.96M | Sell |
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|
2023
Q1 | $14.4M | Buy |
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|
2022
Q4 | $10.8M | Buy |
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|
2022
Q3 | $8.55M | Buy |
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|
2022
Q2 | $8.06M | Buy |
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|
2022
Q1 | $5.98M | Buy |
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|
2021
Q4 | $1.6M | Buy |
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|
2021
Q3 | $885K | Buy |
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|
2021
Q2 | $762K | Buy |
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|
2021
Q1 | $451K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $53K | Sell |
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|
2020
Q1 | $67K | Buy |
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|
2019
Q4 | $34K | Buy |
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