Roberts, Glore & Co’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 | $234K | Hold |
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|
2025
Q1 | $247K | Hold |
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|
2024
Q4 | $241K | Hold |
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|
2024
Q3 | $249K | Hold |
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|
2024
Q2 | $229K | Hold |
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|
2024
Q1 | $237K | Hold |
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|
2023
Q4 | $224K | Hold |
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|
2023
Q3 | $208K | Hold |
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|
2023
Q2 | $214K | Hold |
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|
2023
Q1 | $215K | Hold |
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|
2022
Q4 | $222K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $211K | Hold |
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|
2022
Q1 | $232K | Hold |
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|
2021
Q4 | $238K | Hold |
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|
2021
Q3 | $219K | Hold |
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|
2021
Q2 | $223K | Hold |
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|
2021
Q1 | $215K | Buy |
|