1620 Investment Advisors’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
$434K Buy
2025
Q2
$209K Buy
2025
Q1
$220K Buy
2024
Q4
$215K Buy
2024
Q3
$190K Buy
2024
Q2
$175K Buy