TPCW
TD Private Client Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.6M | Buy |
1,004,274
+150,507
| +18% | +$3.99M | 0.65% | 32 |
|
|
2025
Q1 | $23.9M | Buy |
853,767
+37,014
| +5% | +$1.03M | 0.66% | 31 |
|
|
2024
Q4 | $22.3M | Buy |
816,753
+549,628
| +206% | +$15M | 0.62% | 35 |
|
|
2024
Q3 | $22.6M | Buy |
267,125
+5,882
| +2% | +$497K | 0.65% | 32 |
|
|
2024
Q2 | $20.3M | Sell |
261,243
-8,352
| -3% | -$649K | 0.64% | 32 |
|
|
2024
Q1 | $21.8M | Sell |
269,595
-607
| -0.2% | -$49K | 0.71% | 30 |
|
|
2023
Q4 | $20.6M | Sell |
270,202
-36,971
| -12% | -$2.82M | 0.75% | 30 |
|
|
2023
Q3 | $21.8M | Sell |
307,173
-4,612
| -1% | -$327K | 0.94% | 19 |
|
|
2023
Q2 | $22.7M | Buy |
311,785
+58,185
| +23% | +$4.23M | 0.98% | 18 |
|
|
2023
Q1 | $18.6M | Buy |
253,600
+22,859
| +10% | +$1.68M | 0.83% | 25 |
|
|
2022
Q4 | $17.5M | Buy |
230,741
+19,850
| +9% | +$1.5M | 0.83% | 20 |
|
|
2022
Q3 | $14M | Buy |
210,891
+8,832
| +4% | +$588K | 0.72% | 24 |
|
|
2022
Q2 | $14.5M | Buy |
202,059
+28,052
| +16% | +$2.01M | 0.71% | 25 |
|
|
2022
Q1 | $13.8M | Buy |
174,007
+37,363
| +27% | +$2.96M | 0.59% | 29 |
|
|
2021
Q4 | $11.1M | Buy |
136,644
+19,498
| +17% | +$1.58M | 0.46% | 44 |
|
|
2021
Q3 | $8.7M | Buy |
117,146
+14,990
| +15% | +$1.11M | 0.37% | 58 |
|
|
2021
Q2 | $7.73M | Buy |
102,156
+39,910
| +64% | +$3.02M | 0.33% | 64 |
|
|
2021
Q1 | $4.54M | Buy |
+62,246
| New | +$4.54M | 0.21% | 111 |
|