Schaeffer Financial’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 | $16.3M | Sell |
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|
2025
Q2 | $18.6M | Buy |
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|
2025
Q1 | $19.3M | Buy |
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|
2024
Q4 | $18.1M | Buy |
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|
2024
Q3 | $18.5M | Buy |
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|
2024
Q2 | $16.6M | Sell |
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|
2024
Q1 | $17.5M | Buy |
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|
2023
Q4 | $16.5M | Buy |
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|
2022
Q3 | $9.53M | Buy |
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|
2022
Q2 | $9.68M | Sell |
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|
2022
Q1 | $10.7M | Buy |
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|
2021
Q4 | $8.52M | Buy |
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