Savant Capital’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 | $3.33M | Buy |
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|
2025
Q2 | $3.13M | Buy |
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|
2025
Q1 | $2.75M | Buy |
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|
2024
Q4 | $2.65M | Sell |
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|
2024
Q3 | $2.83M | Sell |
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|
2024
Q2 | $2.83M | Sell |
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|
2024
Q1 | $3.2M | Sell |
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|
2023
Q4 | $3.22M | Buy |
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|
2023
Q3 | $2.87M | Buy |
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|
2023
Q2 | $2.36M | Sell |
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|
2023
Q1 | $2.63M | Buy |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $909K | Buy |
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|
2022
Q2 | $882K | Buy |
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|
2022
Q1 | $328K | Buy |
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|
2021
Q4 | $328K | Hold |
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|
2021
Q3 | $301K | Sell |
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|
2021
Q2 | $352K | Buy |
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|
2021
Q1 | $288K | Hold |
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|
2020
Q4 | $254K | Buy |
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