Transform Wealth’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
Q1 | $3.67M | Sell |
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|
2024
Q4 | $5.27M | Buy |
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|
2024
Q3 | $3.92M | Sell |
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|
2024
Q2 | $3.79M | Sell |
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|
2024
Q1 | $4.81M | Buy |
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|
2023
Q4 | $2.98M | Buy |
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|
2023
Q3 | $1.88M | Sell |
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|
2023
Q2 | $2.42M | Sell |
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|
2023
Q1 | $2.52M | Buy |
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|
2022
Q4 | $1.59M | Buy |
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|
2022
Q3 | $870K | Buy |
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|
2022
Q2 | $914K | Buy |
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|
2022
Q1 | $901K | Buy |
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|
2021
Q4 | $873K | Buy |
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|
2021
Q3 | $795K | Sell |
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|
2021
Q2 | $816K | Buy |
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|
2021
Q1 | $586K | Sell |
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|
2020
Q4 | $527K | Sell |
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|
2020
Q3 | $628K | Sell |
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|
2020
Q2 | $688K | Sell |
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|
2020
Q1 | $675K | Buy |
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|
2019
Q4 | $856K | Sell |
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|
2019
Q3 | $850K | Sell |
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|
2019
Q2 | $827K | Sell |
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|
2019
Q1 | $857K | Sell |
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|
2018
Q4 | $884K | Sell |
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|
2018
Q3 | $1M | Sell |
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|
2018
Q2 | $1.17M | Sell |
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|
2018
Q1 | $1.84M | Sell |
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|
2017
Q4 | $2.13M | Sell |
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|
2017
Q3 | $2.13M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $2.14M | Buy |
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|
2016
Q4 | $2.02M | Sell |
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|
2016
Q3 | $1.96M | Buy |
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|
2016
Q2 | $1.86M | Buy |
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