Valley National Advisers’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 | $10.5M | Sell |
|
|||||
|
2025
Q1 | $13M | Buy |
|
|||||
|
2024
Q4 | $12.5M | Buy |
|
|||||
|
2024
Q3 | $11.5M | Buy |
|
|||||
|
2024
Q2 | $9.75M | Sell |
|
|||||
|
2024
Q1 | $10.7M | Sell |
|
|||||
|
2023
Q4 | $10.2M | Sell |
|
|||||
|
2023
Q3 | $12.8M | Sell |
|
|||||
|
2023
Q2 | $14.3M | Sell |
|
|||||
|
2023
Q1 | $17.2M | Sell |
|
|||||
|
2022
Q4 | $20.4M | Buy |
|
|||||
|
2022
Q3 | $13.8M | Buy |
|
|||||
|
2022
Q2 | $12.8M | Buy |
|
|||||
|
2022
Q1 | $11.1M | Buy |
|
|||||
|
2021
Q4 | $8.87M | Buy |
|
|||||
|
2021
Q3 | $7.3M | Sell |
|
|||||
|
2021
Q2 | $8.03M | Buy |
|
|||||
|
2021
Q1 | $5.56M | Buy |
|
|||||
|
2020
Q4 | $4.42M | Sell |
|
|||||
|
2020
Q3 | $3.92M | Sell |
|
|||||
|
2020
Q2 | $4.1M | Sell |
|
|||||
|
2020
Q1 | $4.74M | Sell |
|
|||||
|
2019
Q4 | $6.72M | Buy |
|
|||||
|
2019
Q3 | $5.71M | Sell |
|
|||||
|
2019
Q2 | $5.58M | Sell |
|
|||||
|
2019
Q1 | $5.65M | Sell |
|
|||||
|
2018
Q4 | $5.16M | Buy |
|
|||||
|
2018
Q3 | $5.18M | Sell |
|
|||||
|
2018
Q2 | $6.26M | Sell |
|
|||||
|
2018
Q1 | $9.84M | Buy |
|
|||||
|
2017
Q4 | $6.66M | Buy |
|
|||||
|
2017
Q3 | $2.12M | Sell |
|
|||||
|
2017
Q2 | $2.12M | Sell |
|
|||||
|
2017
Q1 | $2.27M | Sell |
|
|||||
|
2016
Q4 | $2.38M | Buy |
|
|||||
|
2016
Q3 | $2.1M | Buy |
|
|||||
|
2016
Q2 | $1.12M | Buy |
|
|||||
|
2016
Q1 | $454K | Buy |
|
|||||
|
2015
Q4 | $394K | Sell |
|
|||||
|
2015
Q3 | $418K | Sell |
|
|||||
|
2015
Q2 | $739K | Sell |
|
|||||
|
2015
Q1 | $1.04M | Sell |
|
|||||
|
2014
Q4 | $5.46M | Buy |
|