Accordant Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Accordant Advisory Group’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.96M	Buy
2025 Q2	$2.86M	Buy
2025 Q1	$239K	Buy
2024 Q4	$166K	Hold
2024 Q3	$171K	Buy
2024 Q2	$156K	Sell
2024 Q1	$234K	Buy