1IA
1834 Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,572
| Closed | -$207K | – | 222 |
|
|
2024
Q1 | $207K | Buy |
+2,572
| New | +$207K | 0.02% | 214 |
|
|
2023
Q3 | – | Sell |
-4,802
| Closed | -$349K | – | 241 |
|
|
2023
Q2 | $349K | Buy |
+4,802
| New | +$349K | 0.04% | 195 |
|
|
2022
Q3 | – | Sell |
-235
| Closed | -$17K | – | 404 |
|
|
2022
Q2 | $17K | Hold |
235
| – | – | ﹤0.01% | 350 |
|
|
2022
Q1 | $19K | Hold |
235
| – | – | ﹤0.01% | 315 |
|
|
2021
Q4 | $19K | Hold |
235
| – | – | ﹤0.01% | 339 |
|
|
2021
Q3 | $17K | Hold |
235
| – | – | ﹤0.01% | 358 |
|
|
2021
Q2 | $18K | Hold |
235
| – | – | ﹤0.01% | 374 |
|
|
2021
Q1 | $17K | Hold |
235
| – | – | ﹤0.01% | 344 |
|
|
2020
Q4 | $15K | Hold |
235
| – | – | ﹤0.01% | 345 |
|
|
2020
Q3 | $13K | Hold |
235
| – | – | ﹤0.01% | 328 |
|
|
2020
Q2 | $12K | Hold |
235
| – | – | ﹤0.01% | 317 |
|
|
2020
Q1 | $11K | Hold |
235
| – | – | ﹤0.01% | 328 |
|
|
2019
Q4 | $14K | Hold |
235
| – | – | ﹤0.01% | 356 |
|
|
2019
Q3 | $13K | Hold |
235
| – | – | ﹤0.01% | 360 |
|
|
2019
Q2 | $12K | Buy |
+235
| New | +$12K | ﹤0.01% | 362 |
|