Vanguard Personalized Indexing Management’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 | $569K | Hold |
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|
2025
Q2 | $553K | Sell |
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|
2025
Q1 | $628K | Buy |
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|
2024
Q4 | $612K | Sell |
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|
2024
Q3 | $632K | Buy |
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|
2024
Q2 | $513K | Buy |
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|
2024
Q1 | $500K | Hold |
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|
2023
Q4 | $472K | Sell |
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|
2023
Q3 | $443K | Buy |
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|
2023
Q2 | $450K | Buy |
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|
2023
Q1 | $388K | Buy |
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|
2022
Q4 | $388K | Hold |
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|
2022
Q3 | $341K | Sell |
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|
2022
Q2 | $399K | Sell |
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|
2022
Q1 | $451K | Buy |
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|
2021
Q4 | $415K | Hold |
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|
2021
Q3 | $381K | Sell |
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|
2021
Q2 | $418K | Buy |
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|
2021
Q1 | $388K | Hold |
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|
2020
Q4 | $341K | Hold |
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|
2020
Q3 | $294K | Hold |
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|
2020
Q2 | $275K | Buy |
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