Valmark 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 | $72.3M | Buy |
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|
2025
Q1 | $76.1M | Sell |
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|
2024
Q4 | $80.5M | Buy |
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|
2024
Q3 | $77.1M | Buy |
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|
2024
Q2 | $65.2M | Buy |
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|
2024
Q1 | $66.3M | Buy |
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|
2023
Q4 | $58.4M | Buy |
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|
2023
Q3 | $53.4M | Sell |
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|
2023
Q2 | $55.9M | Buy |
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|
2023
Q1 | $51.8M | Buy |
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|
2022
Q4 | $49.5M | Buy |
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|
2022
Q3 | $39.6M | Buy |
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|
2022
Q2 | $36.3M | Buy |
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|
2022
Q1 | $36.9M | Sell |
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|
2021
Q4 | $37.8M | Buy |
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|
2021
Q3 | $32.5M | Buy |
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|
2021
Q2 | $29.7M | Buy |
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|
2021
Q1 | $23.6M | Sell |
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|
2020
Q4 | $21.2M | Buy |
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|
2020
Q3 | $17.3M | Buy |
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|
2020
Q2 | $14.8M | Buy |
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|
2020
Q1 | $12.7M | Buy |
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|
2019
Q4 | $13.8M | Sell |
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|
2019
Q3 | $13.6M | Sell |
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|
2019
Q2 | $13.3M | Buy |
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|
2019
Q1 | $12.8M | Buy |
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|
2018
Q4 | $10.6M | Buy |
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|
2018
Q3 | $11.3M | Buy |
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|
2018
Q2 | $10.3M | Buy |
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|
2018
Q1 | $9.62M | Sell |
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|
2017
Q4 | $10M | Buy |
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|
2017
Q3 | $6.51M | Buy |
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|
2017
Q2 | $5.21M | Buy |
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|
2017
Q1 | $4.14M | Buy |
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|
2016
Q4 | $3.76M | Buy |
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|
2016
Q3 | $2.61M | Buy |
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|
2016
Q2 | $1.62M | Buy |
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|
2016
Q1 | $919K | Buy |
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|
2015
Q4 | $444K | Hold |
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|
2015
Q3 | $414K | Buy |
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