Washington Trust Advisors’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 | $1.16M | Buy |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $910K | Buy |
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|
2024
Q4 | $641K | Buy |
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|
2024
Q3 | $439K | Buy |
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|
2024
Q2 | $204K | Buy |
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|
2024
Q1 | $10.1K | Hold |
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|
2023
Q4 | $9.52K | Sell |
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|
2023
Q3 | $10.6K | Sell |
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|
2023
Q2 | $25.1K | Hold |
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|
2023
Q1 | $25.2K | Hold |
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|
2022
Q4 | $26.1K | Hold |
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|
2022
Q3 | $23K | Hold |
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|
2022
Q2 | $25K | Hold |
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|
2022
Q1 | $27K | Sell |
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|
2021
Q4 | $38K | Buy |
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