Sunbelt Securities’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 | $11.7M | Sell |
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|
2025
Q1 | $13.9M | Buy |
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|
2024
Q4 | $11.7M | Buy |
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|
2024
Q3 | $10.1M | Buy |
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|
2024
Q2 | $9.14M | Buy |
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|
2024
Q1 | $8.87M | Buy |
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|
2023
Q4 | $6.69M | Buy |
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|
2023
Q3 | $6.19M | Buy |
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|
2023
Q2 | $6.16M | Buy |
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|
2023
Q1 | $5.71M | Buy |
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|
2022
Q4 | $3.34M | Buy |
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|
2022
Q3 | $2.77M | Sell |
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|
2022
Q2 | $3.06M | Buy |
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|
2022
Q1 | $2.44M | Buy |
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|
2021
Q4 | $2.14M | Buy |
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|
2021
Q3 | $706K | Hold |
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|
2021
Q2 | $706K | Buy |
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|
2021
Q1 | $475K | Buy |
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|
2020
Q4 | $417K | Buy |
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