Steward Partners Investment Advisory’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 | $55.6M | Sell |
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|
2025
Q2 | $54.3M | Sell |
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|
2025
Q1 | $58M | Sell |
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|
2024
Q4 | $58.2M | Buy |
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|
2024
Q3 | $56.3M | Buy |
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|
2024
Q2 | $50.9M | Buy |
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|
2024
Q1 | $48.2M | Buy |
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|
2023
Q4 | $30.8M | Buy |
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|
2023
Q3 | $17.3M | Buy |
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|
2023
Q2 | $17.4M | Sell |
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|
2023
Q1 | $24.9M | Buy |
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|
2022
Q4 | $22.1M | Buy |
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|
2022
Q3 | $17.1M | Buy |
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|
2022
Q2 | $16.3M | Buy |
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|
2022
Q1 | $17.6M | Buy |
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|
2021
Q4 | $15.8M | Buy |
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|
2021
Q3 | $13.6M | Buy |
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|
2021
Q2 | $9.56M | Buy |
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|
2021
Q1 | $4.32M | Buy |
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|
2020
Q4 | $1.17M | Buy |
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|
2020
Q3 | $860K | Buy |
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|
2020
Q2 | $473K | Buy |
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|
2020
Q1 | $79K | Sell |
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|
2019
Q4 | $173K | Hold |
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|
2019
Q3 | $163K | Hold |
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|
2019
Q2 | $158K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $84K | Buy |
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|
2018
Q2 | $65K | Buy |
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