Sumitomo Mitsui Financial Group’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 | $3.77M | Sell |
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|
2025
Q1 | $5.02M | Buy |
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|
2024
Q4 | $4.45M | Buy |
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|
2024
Q3 | $4.11M | Buy |
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|
2024
Q2 | $3.58M | Buy |
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|
2024
Q1 | $3.18M | Buy |
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|
2023
Q4 | $2.72M | Buy |
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|
2023
Q3 | $1.78M | Buy |
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|
2023
Q2 | $1.68M | Buy |
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|
2023
Q1 | $1.35M | Buy |
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|
2022
Q4 | $1.25M | Buy |
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