Rothschild Investment LLC’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 | $684K | Sell |
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|
2025
Q1 | $724K | Buy |
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|
2024
Q4 | $707K | Buy |
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|
2024
Q3 | $712K | Buy |
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|
2024
Q2 | $640K | Buy |
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|
2024
Q1 | $642K | Buy |
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|
2023
Q4 | $601K | Buy |
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|
2023
Q3 | $452K | Sell |
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|
2023
Q2 | $778K | Buy |
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|
2023
Q1 | $780K | Buy |
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|
2022
Q4 | $357K | Hold |
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|
2022
Q3 | $314K | Buy |
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|
2022
Q2 | $257K | Buy |
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