Signature Wealth Management Group’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
2026
Q1
$548K Buy
2022
Q3
Sell
2022
Q2
$233K Hold
2022
Q1
$256K Buy
2018
Q4
Sell
2018
Q3
$117K Buy
2018
Q2
$25K Hold
2018
Q1
$25K Hold
2017
Q4
$26K Buy