Sandy Spring Bank’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
Q1 | $2.94M | Sell |
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|
2024
Q4 | $2.92M | Buy |
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|
2024
Q3 | $2.89M | Sell |
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|
2024
Q2 | $2.68M | Buy |
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|
2024
Q1 | $2.34M | Buy |
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|
2023
Q4 | $1.75M | Buy |
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|
2023
Q3 | $1.49M | Buy |
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|
2023
Q2 | $846K | Buy |
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|
2023
Q1 | $385K | Sell |
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|
2022
Q4 | $402K | Buy |
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|
2022
Q3 | $328K | Buy |
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|
2022
Q2 | $353K | Sell |
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|
2022
Q1 | $389K | Buy |
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|
2021
Q4 | $150K | Sell |
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|
2021
Q3 | $146K | Buy |
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|
2021
Q2 | $141K | Buy |
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|
2021
Q1 | $136K | Buy |
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|
2020
Q4 | $113K | Sell |
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|
2020
Q3 | $99K | Hold |
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|
2020
Q2 | $93K | Hold |
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|
2020
Q1 | $81K | Hold |
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|
2019
Q4 | $104K | Hold |
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|
2019
Q3 | $98K | Hold |
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|
2019
Q2 | $95K | Hold |
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|
2019
Q1 | $94K | Sell |
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|
2018
Q4 | $103K | Sell |
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|
2018
Q3 | $128K | Hold |
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|
2018
Q2 | $118K | Buy |
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|
2018
Q1 | $88K | Buy |
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|
2017
Q4 | $64K | Hold |
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|
2017
Q3 | $58K | Hold |
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|
2017
Q2 | $56K | Hold |
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|
2017
Q1 | $55K | Hold |
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|
2016
Q4 | $54K | Hold |
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|
2016
Q3 | $53K | Hold |
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|
2016
Q2 | $51K | Hold |
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|
2016
Q1 | $50K | Hold |
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|
2015
Q4 | $48K | Hold |
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|
2015
Q3 | $45K | Hold |
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|
2015
Q2 | $48K | Hold |
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|
2015
Q1 | $49K | Buy |
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