Per Stirling Capital Management’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 | $7.16M | Buy |
|
|||||
|
2025
Q2 | $6.69M | Buy |
|
|||||
|
2025
Q1 | $6.9M | Sell |
|
|||||
|
2024
Q4 | $6.83M | Sell |
|
|||||
|
2024
Q3 | $7.58M | Buy |
|
|||||
|
2024
Q2 | $6.81M | Sell |
|
|||||
|
2024
Q1 | $7.41M | Sell |
|
|||||
|
2023
Q4 | $7.48M | Sell |
|
|||||
|
2023
Q3 | $6.99M | Sell |
|
|||||
|
2023
Q2 | $7.79M | Sell |
|
|||||
|
2023
Q1 | $16M | Sell |
|
|||||
|
2022
Q4 | $30.2M | Buy |
|