Westwood Holdings Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Hold |
16,163
| – | – | ﹤0.01% | 396 |
|
|
2025
Q1 | $452K | Hold |
16,163
| – | – | ﹤0.01% | 401 |
|
|
2024
Q4 | $442K | Sell |
16,163
-1
| -0% | -$27 | ﹤0.01% | 418 |
|
|
2024
Q3 | $455K | Hold |
16,164
| – | – | ﹤0.01% | 408 |
|
|
2024
Q2 | $419K | Hold |
16,164
| – | – | ﹤0.01% | 398 |
|
|
2024
Q1 | $434K | Hold |
16,164
| – | – | ﹤0.01% | 409 |
|
|
2023
Q4 | $410K | Hold |
16,164
| – | – | ﹤0.01% | 406 |
|
|
2023
Q3 | $381K | Buy |
+16,164
| New | +$381K | ﹤0.01% | 397 |
|