Summit Trail Advisors’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 | $588K | Buy |
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|
2025
Q2 | $568K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $523K | Buy |
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|
2024
Q2 | $239K | Hold |
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|
2024
Q1 | $245K | Hold |
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|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $256K | Sell |
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|
2023
Q2 | $296K | Sell |
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|
2023
Q1 | $402K | Buy |
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|
2022
Q4 | $301K | Hold |
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|
2022
Q3 | $265K | Sell |
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|
2022
Q2 | $319K | Buy |
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|
2022
Q1 | $271K | Buy |
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|
2021
Q4 | $277K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $200K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $142K | Buy |
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