Trustmark National Bank Trust Department’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
Q3 | $858K | Sell |
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|
2025
Q2 | $955K | Sell |
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|
2025
Q1 | $1.28M | Sell |
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|
2024
Q4 | $1.29M | Sell |
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|
2024
Q3 | $1.33M | Buy |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.36M | Sell |
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|
2023
Q4 | $3.72M | Buy |
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|
2023
Q3 | $2.98M | Buy |
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|
2023
Q2 | $697K | Hold |
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|
2023
Q1 | $703K | Buy |
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|
2022
Q4 | $604K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $210K | Hold |
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|
2014
Q1 | $203K | Buy |
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