SP 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
Q2 | $626K | Buy |
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|
2025
Q1 | $644K | Buy |
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|
2024
Q4 | $624K | Buy |
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|
2024
Q3 | $637K | Buy |
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|
2024
Q2 | $575K | Hold |
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|
2024
Q1 | $596K | Buy |
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|
2023
Q4 | $558K | Buy |
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|
2023
Q3 | $514K | Sell |
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|
2023
Q2 | $704K | Sell |
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|
2023
Q1 | $995K | Buy |
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|
2022
Q4 | $1.02M | Buy |
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