Access Financial Services’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 | $508K | Sell |
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|
2025
Q1 | $606K | Sell |
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|
2024
Q4 | $4.3M | Sell |
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|
2024
Q3 | $4.52M | Sell |
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|
2024
Q2 | $4.37M | Sell |
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|
2024
Q1 | $4.88M | Buy |
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|
2023
Q4 | $4.15M | Sell |
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|
2023
Q3 | $3.91M | Sell |
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|
2023
Q2 | $4.09M | Sell |
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|
2023
Q1 | $4.22M | Sell |
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|
2022
Q4 | $4.51M | Buy |
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|
2022
Q3 | $3.78M | Buy |
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|
2022
Q2 | $4.02M | Sell |
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|
2022
Q1 | $5.22M | Buy |
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|
2021
Q4 | $5.33M | Sell |
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|
2021
Q3 | $5M | Sell |
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|
2021
Q2 | $5.11M | Sell |
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|
2021
Q1 | $5.03M | Buy |
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