Summit Global Investments’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 | $227K | Sell |
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|
2025
Q2 | $276K | Sell |
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|
2025
Q1 | $454K | Sell |
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|
2024
Q4 | $10.6M | Buy |
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|
2024
Q3 | $10.4M | Buy |
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|
2024
Q2 | $7.78M | Sell |
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|
2024
Q1 | $8.31M | Sell |
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|
2023
Q4 | $13M | Sell |
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|
2023
Q3 | $12.2M | Buy |
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|
2023
Q2 | $7.67M | Buy |
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|
2023
Q1 | $5.39M | Sell |
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|
2022
Q4 | $5.63M | Buy |
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|
2022
Q3 | $4.29M | Sell |
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|
2022
Q2 | $4.83M | Buy |
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|
2022
Q1 | $4.81M | Buy |
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