Pasadena Private Wealth’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 | $2.21M | Sell |
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|
2025
Q2 | $2.19M | Buy |
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|
2025
Q1 | $2.24M | Buy |
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|
2024
Q4 | $1.81M | Buy |
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|
2024
Q3 | $1.84M | Sell |
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|
2024
Q2 | $1.75M | Buy |
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|
2024
Q1 | $1.69M | Buy |
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|
2023
Q4 | $1.55M | Buy |
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|
2023
Q3 | $1.37M | Sell |
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|
2023
Q2 | $1.52M | Sell |
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|
2023
Q1 | $1.59M | Sell |
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|
2022
Q4 | $1.86M | Buy |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $1.22M | Sell |
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|
2021
Q4 | $1.44M | Sell |
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|
2021
Q3 | $1.4M | Sell |
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|
2021
Q2 | $6.57M | Buy |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $867K | Buy |
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|
2020
Q3 | $737K | Sell |
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|
2020
Q2 | $759K | Sell |
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|
2020
Q1 | $828K | Buy |
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