Wealthfront Advisers’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 | $357M | Sell |
13,453,546
-471,036
| -3% | -$12.5M | 0.92% | 21 |
|
|
2025
Q1 | $389M | Sell |
13,924,582
-385,060
| -3% | -$10.8M | 1.05% | 19 |
|
|
2024
Q4 | $391M | Buy |
14,309,642
+9,469,152
| +196% | +$259M | 1.14% | 18 |
|
|
2024
Q3 | $409M | Sell |
4,840,490
-122,044
| -2% | -$10.3M | 1.26% | 17 |
|
|
2024
Q2 | $386M | Sell |
4,962,534
-154,059
| -3% | -$12M | 1.3% | 17 |
|
|
2024
Q1 | $413M | Sell |
5,116,593
-166,267
| -3% | -$13.4M | 1.44% | 16 |
|
|
2023
Q4 | $402M | Sell |
5,282,860
-2,498,343
| -32% | -$190M | 1.54% | 15 |
|
|
2023
Q3 | $551M | Sell |
7,781,203
-307,897
| -4% | -$21.8M | 2.37% | 12 |
|
|
2023
Q2 | $587M | Sell |
8,089,100
-625,163
| -7% | -$45.4M | 2.49% | 10 |
|
|
2023
Q1 | $638M | Sell |
8,714,263
-2,727,194
| -24% | -$200M | 2.9% | 9 |
|
|
2022
Q4 | $864M | Buy |
11,441,457
+652,543
| +6% | +$49.3M | 4.19% | 8 |
|
|
2022
Q3 | $717M | Buy |
10,788,914
+901,177
| +9% | +$59.9M | 3.81% | 9 |
|
|
2022
Q2 | $708M | Sell |
9,887,737
-511,866
| -5% | -$36.7M | 3.56% | 9 |
|
|
2022
Q1 | $820M | Sell |
10,399,603
-629,223
| -6% | -$49.6M | 3.6% | 10 |
|
|
2021
Q4 | $891M | Buy |
11,028,826
+1,112,612
| +11% | +$89.9M | 3.77% | 9 |
|
|
2021
Q3 | $736M | Buy |
9,916,214
+899,046
| +10% | +$66.7M | 3.41% | 9 |
|
|
2021
Q2 | $682M | Buy |
9,017,168
+902,758
| +11% | +$68.3M | 3.24% | 9 |
|
|
2021
Q1 | $592M | Buy |
8,114,410
+1,581,508
| +24% | +$115M | 3.17% | 9 |
|
|
2020
Q4 | $419M | Buy |
6,532,902
+402,630
| +7% | +$25.8M | 2.52% | 12 |
|
|
2020
Q3 | $339M | Sell |
6,130,272
-29,872
| -0.5% | -$1.65M | 2.42% | 13 |
|
|
2020
Q2 | $319M | Sell |
6,160,144
-1,984,118
| -24% | -$103M | 2.47% | 13 |
|
|
2020
Q1 | $366M | Buy |
8,144,262
+1,770,196
| +28% | +$79.6M | 3.33% | 10 |
|
|
2019
Q4 | $369M | Buy |
6,374,066
+299,476
| +5% | +$17.3M | 2.74% | 11 |
|
|
2019
Q3 | $333M | Buy |
6,074,590
+24,071
| +0.4% | +$1.32M | 2.79% | 11 |
|
|
2019
Q2 | $321M | Buy |
6,050,519
+93,266
| +2% | +$4.95M | 2.79% | 11 |
|
|
2019
Q1 | $311M | Buy |
5,957,253
+72,890
| +1% | +$3.81M | 2.89% | 11 |
|
|
2018
Q4 | $276M | Buy |
+5,884,363
| New | +$276M | 2.94% | 12 |
|