Wealthfront 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $393M | Sell |
12,807,842
-79,615
| -0.6% | -$2.42M | 0.86% | 22 |
|
|
2025
Q4 | $354M | Sell |
12,887,457
-281,404
| -2% | -$7.65M | 0.79% | 24 |
|
|
2025
Q3 | $360M | Sell |
13,168,861
-284,685
| -2% | -$7.77M | 0.84% | 24 |
|
|
2025
Q2 | $357M | Sell |
13,453,546
-471,036
| -3% | -$12.3M | 0.92% | 21 |
|
|
2025
Q1 | $389M | Sell |
13,924,582
-385,060
| -3% | -$10.7M | 1.05% | 19 |
|
|
2024
Q4 | $391M | Sell |
14,309,642
-211,828
| -1% | -$6.02M | 1.14% | 18 |
|
|
2024
Q3 | $409M | Sell |
14,521,470
-366,132
| -2% | -$9.97M | 1.26% | 17 |
|
|
2024
Q2 | $386M | Sell |
14,887,602
-462,177
| -3% | -$12M | 1.3% | 17 |
|
|
2024
Q1 | $413M | Sell |
15,349,779
-498,801
| -3% | -$12.9M | 1.44% | 16 |
|
|
2023
Q4 | $402M | Sell |
15,848,580
-7,495,029
| -32% | -$179M | 1.54% | 15 |
|
|
2023
Q3 | $551M | Sell |
23,343,609
-923,691
| -4% | -$22.7M | 2.37% | 12 |
|
|
2023
Q2 | $587M | Sell |
24,267,300
-1,875,489
| -7% | -$44.8M | 2.49% | 10 |
|
|
2023
Q1 | $638M | Sell |
26,142,789
-8,181,582
| -24% | -$205M | 2.9% | 9 |
|
|
2022
Q4 | $864M | Buy |
34,324,371
+1,957,629
| +6% | +$48.3M | 4.19% | 8 |
|
|
2022
Q3 | $717M | Buy |
32,366,742
+2,703,531
| +9% | +$65.7M | 3.81% | 9 |
|
|
2022
Q2 | $708M | Sell |
29,663,211
-1,535,598
| -5% | -$39.1M | 3.56% | 9 |
|
|
2022
Q1 | $820M | Sell |
31,198,809
-1,887,669
| -6% | -$49.4M | 3.6% | 10 |
|
|
2021
Q4 | $891M | Buy |
33,086,478
+3,337,836
| +11% | +$86.7M | 3.77% | 9 |
|
|
2021
Q3 | $736M | Buy |
29,748,642
+2,697,138
| +10% | +$68.6M | 3.41% | 9 |
|
|
2021
Q2 | $682M | Buy |
27,051,504
+2,708,274
| +11% | +$68.4M | 3.24% | 9 |
|
|
2021
Q1 | $592M | Buy |
24,343,230
+4,744,524
| +24% | +$108M | 3.17% | 9 |
|
|
2020
Q4 | $419M | Buy |
19,598,706
+1,207,890
| +7% | +$24.5M | 2.52% | 12 |
|
|
2020
Q3 | $339M | Sell |
18,390,816
-89,616
| -0.5% | -$1.65M | 2.42% | 13 |
|
|
2020
Q2 | $319M | Sell |
18,480,432
-5,952,354
| -24% | -$101M | 2.47% | 13 |
|
|
2020
Q1 | $366M | Buy |
24,432,786
+5,310,588
| +28% | +$95.3M | 3.33% | 10 |
|
|
2019
Q4 | $369M | Buy |
19,122,198
+898,428
| +5% | +$16.8M | 2.74% | 11 |
|
|
2019
Q3 | $333M | Buy |
18,223,770
+72,213
| +0.4% | +$1.29M | 2.79% | 11 |
|
|
2019
Q2 | $321M | Buy |
18,151,557
+279,798
| +2% | +$4.92M | 2.79% | 11 |
|
|
2019
Q1 | $311M | Buy |
17,871,759
+218,670
| +1% | +$3.68M | 2.89% | 11 |
|
|
2018
Q4 | $276M | Buy |
+17,653,089
| New | +$294M | 2.94% | 12 |
|
Other funds holding SCHD
RIM
SLI
