Segment Wealth 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
Sell
2025
Q1
$948K Sell
2024
Q4
$1.57M Hold
2024
Q3
$1.62M Hold
2024
Q2
$1.49M Sell
2024
Q1
$23.5M Sell
2023
Q4
$26.3M Buy
2020
Q2
Sell
2020
Q1
$290K Sell
2019
Q4
$381K Buy
2019
Q3
$360K Buy
2019
Q2
$300K Buy
2019
Q1
$229K Buy