UMB Bank’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 | $298K | Buy |
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|
2025
Q2 | $215K | Hold |
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|
2025
Q1 | $226K | Hold |
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|
2024
Q4 | $221K | Hold |
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|
2024
Q3 | $228K | Hold |
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|
2024
Q2 | $210K | Hold |
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|
2024
Q1 | $218K | Hold |
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|
2023
Q4 | $206K | Sell |
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|
2023
Q3 | $251K | Hold |
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|
2023
Q2 | $257K | Buy |
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|
2023
Q1 | $230K | Buy |
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|
2022
Q4 | $204K | Hold |
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|
2022
Q3 | $179K | Sell |
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|
2022
Q2 | $479K | Hold |
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|
2022
Q1 | $527K | Buy |
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|
2021
Q4 | $509K | Buy |
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