Wealthspire Advisors (New York)’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 | $768M | Sell |
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|
2025
Q1 | $826M | Buy |
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|
2024
Q4 | $414M | Sell |
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|
2024
Q3 | $433M | Buy |
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|
2024
Q2 | $383M | Sell |
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|
2024
Q1 | $406M | Sell |
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|
2023
Q4 | $396M | Sell |
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|
2023
Q3 | $384M | Sell |
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|
2023
Q2 | $411M | Sell |
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|
2023
Q1 | $442M | Buy |
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|
2022
Q4 | $450M | Buy |
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|
2022
Q3 | $384M | Buy |
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|
2022
Q2 | $411M | Buy |
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|
2022
Q1 | $434M | Buy |
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|
2021
Q4 | $415M | Buy |
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|
2021
Q3 | $369M | Buy |
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|
2021
Q2 | $314M | Sell |
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|
2021
Q1 | $319M | Buy |
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|
2020
Q4 | $176M | Buy |
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|
2020
Q3 | $51.2M | Buy |
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|
2020
Q2 | $41.1M | Sell |
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|
2020
Q1 | $56M | Buy |
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|
2019
Q4 | $28M | Buy |
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|
2019
Q3 | $434K | Buy |
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