AA Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
14,366
+1,136
| +9% | +$30.1K | 0.08% | 128 |
|
|
2025
Q1 | $370K | Sell |
13,230
-3,734
| -22% | -$104K | 0.09% | 119 |
|
|
2024
Q4 | $463K | Buy |
16,964
+122
| +0.7% | +$3.33K | 0.12% | 104 |
|
|
2024
Q3 | $475K | Buy |
16,842
+3,489
| +26% | +$98.3K | 0.14% | 106 |
|
|
2024
Q2 | $346K | Buy |
13,353
+2,124
| +19% | +$55.1K | 0.12% | 118 |
|
|
2024
Q1 | $302K | Buy |
11,229
+2,778
| +33% | +$74.7K | 0.12% | 123 |
|
|
2023
Q4 | $214K | Buy |
+8,451
| New | +$214K | 0.14% | 60 |
|