Accordant Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Buy |
108,084
+99,539
| +1,165% | +$2.64M | 2.13% | 17 |
|
|
2025
Q1 | $239K | Buy |
8,545
+2,470
| +41% | +$69.1K | 0.23% | 33 |
|
|
2024
Q4 | $166K | Hold |
6,075
| – | – | 0.16% | 47 |
|
|
2024
Q3 | $171K | Buy |
6,075
+75
| +1% | +$2.11K | 0.14% | 49 |
|
|
2024
Q2 | $156K | Sell |
6,000
-2,700
| -31% | -$70K | 0.15% | 55 |
|
|
2024
Q1 | $234K | Buy |
+8,700
| New | +$234K | 0.17% | 75 |
|