Vanguard Personalized Indexing Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Sell |
20,851
-1,623
| -7% | -$43K | 0.01% | 1157 |
|
|
2025
Q1 | $628K | Buy |
22,474
+72
| +0.3% | +$2.01K | 0.01% | 1010 |
|
|
2024
Q4 | $612K | Sell |
22,402
-20
| -0.1% | -$546 | 0.01% | 1011 |
|
|
2024
Q3 | $632K | Buy |
22,422
+2,643
| +13% | +$74.5K | 0.01% | 994 |
|
|
2024
Q2 | $513K | Buy |
19,779
+1,176
| +6% | +$30.5K | 0.01% | 1021 |
|
|
2024
Q1 | $500K | Hold |
18,603
| – | – | 0.01% | 1021 |
|
|
2023
Q4 | $472K | Sell |
18,603
-189
| -1% | -$4.8K | 0.01% | 1030 |
|
|
2023
Q3 | $443K | Buy |
18,792
+189
| +1% | +$4.46K | 0.01% | 929 |
|
|
2023
Q2 | $450K | Buy |
18,603
+2,694
| +17% | +$65.2K | 0.01% | 940 |
|
|
2023
Q1 | $388K | Buy |
15,909
+504
| +3% | +$12.3K | 0.01% | 994 |
|
|
2022
Q4 | $388K | Hold |
15,405
| – | – | 0.02% | 879 |
|
|
2022
Q3 | $341K | Sell |
15,405
-1,320
| -8% | -$29.2K | 0.02% | 917 |
|
|
2022
Q2 | $399K | Sell |
16,725
-444
| -3% | -$10.6K | 0.02% | 894 |
|
|
2022
Q1 | $451K | Buy |
17,169
+1,764
| +11% | +$46.3K | 0.02% | 867 |
|
|
2021
Q4 | $415K | Hold |
15,405
| – | – | 0.02% | 759 |
|
|
2021
Q3 | $381K | Sell |
15,405
-1,194
| -7% | -$29.5K | 0.03% | 658 |
|
|
2021
Q2 | $418K | Buy |
16,599
+645
| +4% | +$16.2K | 0.04% | 573 |
|
|
2021
Q1 | $388K | Hold |
15,954
| – | – | 0.06% | 404 |
|
|
2020
Q4 | $341K | Hold |
15,954
| – | – | 0.07% | 321 |
|
|
2020
Q3 | $294K | Hold |
15,954
| – | – | 0.08% | 294 |
|
|
2020
Q2 | $275K | Buy |
+15,954
| New | +$275K | 0.12% | 210 |
|