Regimen 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
Q2 | $19.1M | Sell |
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|
2025
Q1 | $30.4M | Buy |
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|
2024
Q4 | $29M | Sell |
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|
2024
Q3 | $31.1M | Buy |
|
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|
2024
Q2 | $28.1M | Sell |
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|
2024
Q1 | $29.2M | Buy |
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|
2023
Q4 | $27.2M | Buy |
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|
2023
Q3 | $19.5M | Buy |
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|
2023
Q2 | $18.9M | Buy |
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|
2023
Q1 | $18.3M | Buy |
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|
2022
Q4 | $3.58M | Buy |
|