WhitTier Trust Company’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 | $339K | Buy |
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|
2025
Q2 | $318K | Hold |
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|
2025
Q1 | $335K | Sell |
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|
2024
Q4 | $339K | Hold |
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|
2024
Q3 | $350K | Buy |
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|
2024
Q2 | $311K | Hold |
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|
2024
Q1 | $322K | Hold |
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|
2023
Q4 | $304K | Hold |
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|
2023
Q3 | $283K | Sell |
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|
2023
Q2 | $421K | Sell |
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|
2023
Q1 | $960K | Buy |
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|
2022
Q4 | $952K | Buy |
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|
2022
Q3 | $752K | Sell |
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|
2022
Q2 | $1.84M | Buy |
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|
2022
Q1 | $1.2M | Hold |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $24K | Buy |
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