Wilmington Savings Fund Society’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
$122K Sell
4,607
-22
-0.5% -$583 ﹤0.01% 959
2025
Q1
$129K Sell
4,629
-14,877
-76% -$416K ﹤0.01% 927
2024
Q4
$533K Buy
19,506
+13,734
+238% +$375K 0.01% 569
2024
Q3
$163K Buy
+5,772
New +$163K ﹤0.01% 882