Synovus Financial’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	$3.62M	Buy	132,745 +6,397	+5%	+$175K	0.04%	256
2025 Q2	$3.35M	Buy	126,348 +36,051	+40%	+$941K	0.04%	259
2025 Q1	$2.52M	Buy	90,297 +1,911	+2%	+$53.3K	0.03%	303
2024 Q4	$2.41M	Sell	88,386 -39,165	-31%	-$1.11M	0.03%	316
2024 Q3	$3.59M	Buy	127,551 +76,140	+148%	+$2.07M	0.04%	268
2024 Q2	$1.33M	Buy	51,411 +5,979	+13%	+$156K	0.02%	395
2024 Q1	$1.22M	Buy	45,432 +2,604	+6%	+$67.3K	0.02%	416
2023 Q4	$1.09M	Buy	42,828 +5,760	+16%	+$137K	0.02%	414
2023 Q3	$874K	Buy	37,068 +12,141	+49%	+$298K	0.01%	472
2023 Q2	$603K	Buy	24,927 +10,074	+68%	+$241K	0.01%	558
2023 Q1	$362K	Buy	14,853 +2,667	+22%	+$66.7K	﹤0.01%	686
2022 Q4	$307K	Buy	12,186 +1,638	+16%	+$40.4K	﹤0.01%	725
2022 Q3	$233K	Buy	10,548 +93	+0.9%	+$2.26K	﹤0.01%	759
2022 Q2	$250K	Buy	+10,455	New	+$266K	﹤0.01%	754
2020 Q2	–	Sell	-1,629	Closed	-$24K	–	2047
2020 Q1	$24K	Buy	+1,629	New	+$29.2K	﹤0.01%	1309
2017 Q3	–	Sell	-948	Closed	-$14K	–	712
2017 Q2	$14K	Buy	+948	New	+$14.2K	﹤0.01%	723