Sawgrass Asset Management’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 | $711K | Buy |
|
|||||
|
2025
Q1 | $745K | Buy |
|
|||||
|
2024
Q4 | $718K | Hold |
|
|||||
|
2024
Q3 | $740K | Hold |
|
|||||
|
2024
Q2 | $681K | Hold |
|
|||||
|
2024
Q1 | $706K | Buy |
|
|||||
|
2023
Q4 | $622K | Buy |
|
|||||
|
2023
Q3 | $574K | Buy |
|
|||||
|
2023
Q2 | $582K | Buy |
|
|||||
|
2023
Q1 | $578K | Hold |
|
|||||
|
2022
Q4 | $596K | Buy |
|
|||||
|
2022
Q3 | $518K | Hold |
|
|||||
|
2022
Q2 | $558K | Sell |
|
|||||
|
2022
Q1 | $624K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $601K | Sell |
|
|||||
|
2021
Q2 | $845K | Buy |
|
|||||
|
2021
Q1 | $780K | Buy |
|
|||||
|
2020
Q4 | $646K | Buy |
|
|||||
|
2020
Q3 | $524K | Buy |
|
|||||
|
2020
Q2 | $474K | Hold |
|
|||||
|
2020
Q1 | $412K | Buy |
|
|||||
|
2019
Q4 | $352K | Sell |
|
|||||
|
2019
Q3 | $492K | Buy |
|
|||||
|
2019
Q2 | $448K | Buy |
|
|||||
|
2019
Q1 | $435K | Buy |
|
|||||
|
2018
Q4 | $345K | Hold |
|
|||||
|
2018
Q3 | $390K | Buy |
|
|||||
|
2018
Q2 | $361K | Sell |
|
|||||
|
2018
Q1 | $363K | Hold |
|
|||||
|
2017
Q4 | $379K | Buy |
|
|||||
|
2017
Q3 | $314K | Buy |
|
|||||
|
2017
Q2 | $211K | Buy |
|