Thompson Investment Management’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
$57.5K Hold
2,169
0.01% 258
2025
Q1
$60.6K Hold
2,169
0.01% 252
2024
Q4
$59.3K Buy
+2,169
New +$59.3K 0.01% 256
2023
Q3
Sell
-150
Closed -$3.63K 417
2023
Q2
$3.63K Buy
+150
New +$3.63K ﹤0.01% 369