AFS
Access Financial Services’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 | $508K | Sell |
19,158
-2,519
| -12% | -$66.8K | 0.19% | 73 |
|
|
2025
Q1 | $606K | Sell |
21,677
-135,622
| -86% | -$3.79M | 0.24% | 62 |
|
|
2024
Q4 | $4.3M | Buy |
157,299
+103,786
| +194% | +$2.84M | 1.91% | 13 |
|
|
2024
Q3 | $4.52M | Sell |
53,513
-2,714
| -5% | -$229K | 2.07% | 10 |
|
|
2024
Q2 | $4.37M | Sell |
56,227
-4,288
| -7% | -$333K | 1.99% | 10 |
|
|
2024
Q1 | $4.88M | Buy |
60,515
+6,046
| +11% | +$487K | 2.18% | 8 |
|
|
2023
Q4 | $4.15M | Sell |
54,469
-831
| -2% | -$63.3K | 2.14% | 6 |
|
|
2023
Q3 | $3.91M | Sell |
55,300
-1,088
| -2% | -$77K | 2.34% | 5 |
|
|
2023
Q2 | $4.09M | Sell |
56,388
-1,275
| -2% | -$92.6K | 2.39% | 5 |
|
|
2023
Q1 | $4.22M | Sell |
57,663
-2,001
| -3% | -$146K | 2.56% | 5 |
|
|
2022
Q4 | $4.51M | Buy |
59,664
+2,710
| +5% | +$205K | 2.75% | 5 |
|
|
2022
Q3 | $3.78M | Buy |
56,954
+891
| +2% | +$59.2K | 2.45% | 5 |
|
|
2022
Q2 | $4.02M | Sell |
56,063
-10,132
| -15% | -$726K | 2.3% | 6 |
|
|
2022
Q1 | $5.22M | Buy |
66,195
+304
| +0.5% | +$24K | 2.48% | 6 |
|
|
2021
Q4 | $5.33M | Sell |
65,891
-1,529
| -2% | -$124K | 2.39% | 6 |
|
|
2021
Q3 | $5.01M | Sell |
67,420
-214
| -0.3% | -$15.9K | 2.26% | 6 |
|
|
2021
Q2 | $5.11M | Sell |
67,634
-1,334
| -2% | -$101K | 2.38% | 6 |
|
|
2021
Q1 | $5.03M | Buy |
+68,968
| New | +$5.03M | 2.36% | 6 |
|