Westwood Holdings Group’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
$441K Hold
2025
Q2
$428K Hold
2025
Q1
$452K Hold
2024
Q4
$442K Sell
2024
Q3
$455K Hold
2024
Q2
$419K Hold
2024
Q1
$434K Hold
2023
Q4
$410K Hold
2023
Q3
$381K Buy