Worth Asset Management’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
Q2 | – | Sell |
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|
2025
Q1 | $215K | Sell |
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|
2024
Q4 | $474K | Sell |
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|
2024
Q3 | $756K | Buy |
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|
2024
Q2 | $220K | Sell |
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|
2024
Q1 | $863K | Sell |
|
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|
2023
Q4 | $1.44M | Buy |
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|
2023
Q3 | $822K | Buy |
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|
2023
Q2 | $364K | Buy |
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|
2023
Q1 | $329K | Sell |
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|
2022
Q4 | $3.14M | Sell |
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|
2022
Q3 | $2.83M | Buy |
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|
2022
Q2 | $1.13M | Sell |
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|
2022
Q1 | $5.44M | Buy |
|