Total Investment Management’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
Q2
$42.6K Buy
2019
Q4
Sell
2019
Q3
$654K Buy
2019
Q2
$613K Buy
2019
Q1
$538K Sell
2018
Q4
$546K Sell
2018
Q3
$580K Sell
2018
Q2
$554K Buy
2018
Q1
$493K Sell
2017
Q4
$579K Buy
2017
Q3
$478K Sell
2017
Q2
$774K Sell
2017
Q1
$765K Sell
2016
Q4
$947K Buy