Verus Financial Partners’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 | $27.7M | Buy |
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|
2025
Q1 | $25.2M | Buy |
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|
2024
Q4 | $26.2M | Buy |
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|
2024
Q3 | $27.1M | Buy |
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|
2024
Q2 | $24.4M | Buy |
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|
2024
Q1 | $23.8M | Buy |
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|
2023
Q4 | $21.9M | Buy |
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|
2023
Q3 | $19.5M | Buy |
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|
2023
Q2 | $13.3M | Buy |
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|
2023
Q1 | $5.63M | Buy |
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|
2022
Q4 | $3.55M | Buy |
|