World Equity 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 | $1.83M | Buy |
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|
2025
Q2 | $1.71M | Buy |
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|
2025
Q1 | $1.54M | Sell |
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|
2024
Q4 | $2.98M | Buy |
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|
2024
Q3 | $1.21M | Sell |
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|
2024
Q2 | $1.46M | Sell |
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|
2024
Q1 | $3.09M | Buy |
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|
2023
Q4 | $2.77M | Buy |
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|
2023
Q3 | $2.19M | Buy |
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|
2023
Q2 | $1.08M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $793K | Buy |
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|
2022
Q3 | $679K | Buy |
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|
2022
Q2 | $720K | Buy |
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|
2022
Q1 | $655K | Buy |
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