Synovus Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35M | Buy |
126,348
+36,051
| +40% | +$955K | 0.04% | 259 |
|
|
2025
Q1 | $2.52M | Buy |
90,297
+1,911
| +2% | +$53.4K | 0.03% | 302 |
|
|
2024
Q4 | $2.41M | Sell |
88,386
-39,165
| -31% | -$1.07M | 0.03% | 316 |
|
|
2024
Q3 | $3.59M | Buy |
127,551
+76,140
| +148% | +$2.15M | 0.04% | 268 |
|
|
2024
Q2 | $1.33M | Buy |
51,411
+5,979
| +13% | +$155K | 0.02% | 395 |
|
|
2024
Q1 | $1.22M | Buy |
45,432
+2,604
| +6% | +$70K | 0.02% | 416 |
|
|
2023
Q4 | $1.09M | Buy |
42,828
+5,760
| +16% | +$146K | 0.02% | 414 |
|
|
2023
Q3 | $874K | Buy |
37,068
+12,141
| +49% | +$286K | 0.01% | 472 |
|
|
2023
Q2 | $603K | Buy |
24,927
+10,074
| +68% | +$244K | 0.01% | 558 |
|
|
2023
Q1 | $362K | Buy |
14,853
+2,667
| +22% | +$65.1K | ﹤0.01% | 686 |
|
|
2022
Q4 | $307K | Buy |
12,186
+1,638
| +16% | +$41.2K | ﹤0.01% | 725 |
|
|
2022
Q3 | $233K | Buy |
10,548
+93
| +0.9% | +$2.05K | ﹤0.01% | 759 |
|
|
2022
Q2 | $250K | Buy |
+10,455
| New | +$250K | ﹤0.01% | 754 |
|
|
2020
Q2 | – | Sell |
-1,629
| Closed | -$24K | – | 2049 |
|
|
2020
Q1 | $24K | Buy |
+1,629
| New | +$24K | ﹤0.01% | 1299 |
|
|
2017
Q3 | – | Sell |
-948
| Closed | -$14K | – | 712 |
|
|
2017
Q2 | $14K | Buy |
+948
| New | +$14K | ﹤0.01% | 722 |
|