Accel 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
Q2 | – | Sell |
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|
2025
Q1 | $259K | Buy |
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|
2024
Q4 | $201K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $151K | Hold |
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|
2022
Q4 | $156K | Hold |
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|
2022
Q3 | $145K | Buy |
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|
2022
Q2 | $131K | Buy |
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|
2022
Q1 | $123K | Buy |
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|
2021
Q4 | $103K | Hold |
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|
2021
Q3 | $95K | Buy |
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|
2021
Q2 | $79K | Buy |
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|
2021
Q1 | $65K | Buy |
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|
2020
Q4 | $18K | Buy |
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