Secure 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
Q3 | $1.1M | Sell |
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|
2025
Q2 | $1.08M | Sell |
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|
2025
Q1 | $2.69M | Sell |
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|
2024
Q4 | $2.71M | Buy |
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|
2024
Q3 | $2.13M | Sell |
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|
2024
Q2 | $2.03M | Sell |
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|
2024
Q1 | $2.11M | Buy |
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|
2023
Q4 | $1.95M | Sell |
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|
2023
Q3 | $1.94M | Sell |
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|
2023
Q2 | $2.43M | Sell |
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|
2023
Q1 | $2.47M | Sell |
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|
2022
Q4 | $2.83M | Sell |
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|
2022
Q3 | $2.8M | Sell |
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|
2022
Q2 | $3.21M | Buy |
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|
2022
Q1 | $3.52M | Buy |
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|
2021
Q4 | $1.69M | Buy |
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