Sendero 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
Q3 | $5.93M | Sell |
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|
2025
Q2 | $8.14M | Sell |
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|
2025
Q1 | $9.04M | Buy |
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|
2024
Q4 | $8.23M | Buy |
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|
2024
Q3 | $7.49M | Buy |
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|
2024
Q2 | $6.23M | Buy |
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|
2024
Q1 | $6.32M | Sell |
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|
2023
Q4 | $5.97M | Buy |
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|
2023
Q3 | $5.41M | Buy |
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|
2023
Q2 | $5.54M | Sell |
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|
2023
Q1 | $5.83M | Buy |
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|
2022
Q4 | $4.48M | Buy |
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|
2022
Q3 | $3.92M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $4.23M | Buy |
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