Abound Wealth 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
Q3 | $245K | Buy |
|
|||||
|
2025
Q2 | $79K | Hold |
|
|||||
|
2025
Q1 | $83.3K | Sell |
|
|||||
|
2024
Q4 | $126K | Buy |
|
|||||
|
2024
Q3 | $128K | Sell |
|
|||||
|
2024
Q2 | $177K | Sell |
|
|||||
|
2024
Q1 | $194K | Sell |
|
|||||
|
2023
Q4 | $190K | Buy |
|
|||||
|
2023
Q3 | $117K | Buy |
|
|||||
|
2023
Q2 | $83.3K | Buy |
|
|||||
|
2023
Q1 | $83.5K | Buy |
|
|||||
|
2022
Q4 | $70.4K | Hold |
|
|||||
|
2022
Q3 | $61.9K | Hold |
|
|||||
|
2022
Q2 | $66.7K | Hold |
|
|||||
|
2022
Q1 | $73.5K | Sell |
|
|||||
|
2021
Q4 | $76K | Buy |
|