Sumitomo Life Insurance’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,570,000
| Closed | -$519M | – | 277 |
|
|
2025
Q1 | $519M | Sell |
18,570,000
-8,250,000
| -31% | -$231M | 18.58% | 2 |
|
|
2024
Q4 | $733M | Hold |
26,820,000
| – | – | 13.83% | 2 |
|
|
2024
Q3 | $756M | Hold |
26,820,000
| – | – | 14.84% | 2 |
|
|
2024
Q2 | $678M | Buy |
26,820,000
+7,860,000
| +41% | +$199M | 15.68% | 2 |
|
|
2024
Q1 | $471M | Buy |
18,960,000
+9,960,000
| +111% | +$248M | 12.24% | 2 |
|
|
2023
Q4 | $228M | Buy |
+9,000,000
| New | +$228M | 7.1% | 2 |
|