Stifel Financial’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 | $60.6M | Sell |
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|
2025
Q2 | $59.4M | Buy |
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|
2025
Q1 | $61.7M | Buy |
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|
2024
Q4 | $59.8M | Sell |
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|
2024
Q3 | $63.6M | Sell |
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|
2024
Q2 | $62.7M | Sell |
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|
2024
Q1 | $70.9M | Sell |
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|
2023
Q4 | $67.6M | Sell |
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|
2023
Q3 | $72.4M | Sell |
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|
2023
Q2 | $76.6M | Buy |
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|
2023
Q1 | $73.3M | Buy |
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|
2022
Q4 | $64.7M | Buy |
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|
2022
Q3 | $36M | Buy |
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|
2022
Q2 | $30.6M | Buy |
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|
2022
Q1 | $23.5M | Buy |
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|
2021
Q4 | $23.6M | Buy |
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|
2021
Q3 | $9.94M | Buy |
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|
2021
Q2 | $6.91M | Buy |
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|
2021
Q1 | $5.74M | Buy |
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|
2020
Q4 | $2.6M | Buy |
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|
2020
Q3 | $1.39M | Sell |
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|
2020
Q2 | $1.44M | Buy |
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|
2020
Q1 | $923K | Buy |
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|
2019
Q4 | $934K | Buy |
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|
2019
Q3 | $692K | Buy |
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|
2019
Q2 | $600K | Buy |
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|
2019
Q1 | $486K | Buy |
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|
2018
Q4 | $303K | Buy |
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|
2018
Q3 | $304K | Sell |
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|
2018
Q2 | $287K | Sell |
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|
2018
Q1 | $290K | Buy |
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|
2017
Q4 | $267K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $245K | Buy |
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|
2016
Q3 | $202K | Sell |
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|
2016
Q2 | $229K | Buy |
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