Accel Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,275
| Closed | -$259K | – | 276 |
|
|
2025
Q1 | $259K | Buy |
9,275
+1,936
| +26% | +$54.1K | 0.09% | 203 |
|
|
2024
Q4 | $201K | Buy |
+7,339
| New | +$201K | 0.08% | 237 |
|
|
2023
Q2 | – | Sell |
-6,210
| Closed | -$151K | – | 729 |
|
|
2023
Q1 | $151K | Hold |
6,210
| – | – | 0.06% | 254 |
|
|
2022
Q4 | $156K | Hold |
6,210
| – | – | 0.07% | 185 |
|
|
2022
Q3 | $145K | Buy |
6,210
+744
| +14% | +$17.4K | 0.08% | 201 |
|
|
2022
Q2 | $131K | Buy |
5,466
+810
| +17% | +$19.4K | 0.08% | 198 |
|
|
2022
Q1 | $123K | Buy |
4,656
+825
| +22% | +$21.8K | 0.06% | 227 |
|
|
2021
Q4 | $103K | Hold |
3,831
| – | – | 0.05% | 255 |
|
|
2021
Q3 | $95K | Buy |
3,831
+690
| +22% | +$17.1K | 0.06% | 225 |
|
|
2021
Q2 | $79K | Buy |
3,141
+468
| +18% | +$11.8K | 0.05% | 264 |
|
|
2021
Q1 | $65K | Buy |
2,673
+1,809
| +209% | +$44K | 0.05% | 276 |
|
|
2020
Q4 | $18K | Buy |
+864
| New | +$18K | 0.02% | 518 |
|