Smith, Moore & Co’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 | $9.07M | Buy |
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|
2025
Q1 | $7.2M | Buy |
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|
2024
Q4 | $6.16M | Sell |
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|
2024
Q3 | $6.39M | Buy |
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|
2024
Q2 | $5.8M | Sell |
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|
2024
Q1 | $6.53M | Buy |
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|
2023
Q4 | $5.98M | Buy |
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|
2023
Q3 | $5.26M | Buy |
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|
2023
Q2 | $4.79M | Buy |
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|
2023
Q1 | $3.48M | Buy |
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|
2022
Q4 | $2.44M | Buy |
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|
2022
Q3 | $1.62M | Buy |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $262K | Hold |
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|
2021
Q3 | $241K | Hold |
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|
2021
Q2 | $245K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $522K | Hold |
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|
2015
Q2 | $556K | Hold |
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|
2015
Q1 | $572K | Hold |
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|
2014
Q4 | $579K | Sell |
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|
2014
Q3 | $563K | Buy |
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|
2014
Q2 | $250K | Buy |
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