Welch & Forbes’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 | $2.55M | Hold |
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|
2025
Q2 | $2.48M | Hold |
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|
2025
Q1 | $2.61M | Hold |
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|
2024
Q4 | $2.55M | Hold |
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|
2024
Q3 | $2.63M | Hold |
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|
2024
Q2 | $2.42M | Hold |
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|
2024
Q1 | $2.51M | Buy |
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|
2023
Q4 | $2.34M | Hold |
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|
2023
Q3 | $2.18M | Hold |
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|
2023
Q2 | $2.23M | Sell |
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|
2023
Q1 | $2.3M | Hold |
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|
2022
Q4 | $2.38M | Hold |
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|
2022
Q3 | $2.09M | Hold |
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|
2022
Q2 | $2.26M | Hold |
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|
2022
Q1 | $2.48M | Buy |
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|
2021
Q4 | $2M | Buy |
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|
2021
Q3 | $1.59M | Hold |
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|
2021
Q2 | $1.62M | Buy |
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|
2021
Q1 | $937K | Hold |
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|
2020
Q4 | $824K | Hold |
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|
2020
Q3 | $711K | Hold |
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|
2020
Q2 | $665K | Hold |
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|
2020
Q1 | $578K | Hold |
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|
2019
Q4 | $744K | Hold |
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|
2019
Q3 | $704K | Hold |
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|
2019
Q2 | $682K | Buy |
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|
2019
Q1 | $668K | Hold |
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|
2018
Q4 | $601K | Hold |
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|
2018
Q3 | $678K | Hold |
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|
2018
Q2 | $630K | Buy |
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|
2018
Q1 | $495K | Hold |
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|
2017
Q4 | $517K | Hold |
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|
2017
Q3 | $473K | Hold |
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|
2017
Q2 | $456K | Buy |
|