Rice Partnership’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 | $423K | Buy |
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|
2025
Q2 | $274K | Sell |
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|
2025
Q1 | $311K | Sell |
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|
2024
Q4 | $333K | Sell |
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|
2024
Q3 | $405K | Sell |
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|
2024
Q2 | $420K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $321K | Sell |
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|
2023
Q3 | $300K | Sell |
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|
2023
Q2 | $334K | Buy |
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|
2023
Q1 | $310K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $79K | Hold |
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|
2022
Q2 | $85K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $96K | Hold |
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|
2021
Q3 | $88K | Buy |
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|
2021
Q2 | $33K | Buy |
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