WPG Advisers’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
$4.45M Sell
2025
Q2
$4.43M Sell
2025
Q1
$4.86M Sell
2024
Q4
$5.45M Buy