Stephens Inc’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
$36.2M Buy
2025
Q2
$34.9M Buy
2025
Q1
$27.7M Buy
2024
Q4
$25.3M Buy
2024
Q3
$22.2M Buy
2024
Q2
$17.5M Buy
2024
Q1
$16.7M Buy
2023
Q4
$14.8M Buy
2023
Q3
$8.56M Buy
2023
Q2
$4.86M Buy
2023
Q1
$3.16M Buy
2022
Q4
$2.37M Buy
2022
Q3
$1.41M Buy
2022
Q2
$1.23M Buy
2022
Q1
$1.29M Buy
2021
Q4
$878K Buy
2021
Q3
$759K Buy
2021
Q2
$687K Buy
2021
Q1
$563K Buy