SVB Wealth’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 | $1.48M | Sell |
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|
2025
Q2 | $1.58M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $3.99M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $5.82M | Sell |
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|
2024
Q1 | $10.1M | Buy |
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|
2023
Q4 | $8.24M | Sell |
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|
2023
Q3 | $20.5M | Sell |
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|
2023
Q2 | $36.6M | Sell |
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|
2023
Q1 | $83.1M | Sell |
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|
2022
Q4 | $99.8M | Buy |
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|
2022
Q3 | $81.5M | Buy |
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|
2022
Q2 | $80.7M | Buy |
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|
2022
Q1 | $1.88M | Buy |
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|
2021
Q4 | $1.91M | Buy |
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|
2021
Q3 | $1.7M | Buy |
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|
2021
Q2 | $1.57M | Buy |
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|
2021
Q1 | $1.32M | Buy |
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|
2020
Q4 | $926K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $330K | Sell |
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|
2019
Q3 | $364K | Buy |
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|
2019
Q2 | $299K | Buy |
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