Robertson Stephens Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Buy |
159,027
+6,920
| +5% | +$183K | 0.13% | 118 |
|
|
2025
Q1 | $4.25M | Buy |
152,107
+9,263
| +6% | +$259K | 0.15% | 116 |
|
|
2024
Q4 | $3.9M | Buy |
142,844
+13,199
| +10% | +$361K | 0.14% | 136 |
|
|
2024
Q3 | $3.65M | Buy |
129,645
+3,180
| +3% | +$89.6K | 0.13% | 141 |
|
|
2024
Q2 | $3.31M | Buy |
126,465
+117,372
| +1,291% | +$3.07M | 0.17% | 108 |
|
|
2024
Q1 | $244K | Buy |
+9,093
| New | +$244K | 0.01% | 454 |
|