Acorn Financial Advisory 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
Q3 | $474K | Buy |
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|
2025
Q2 | $391K | Buy |
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|
2025
Q1 | $313K | Buy |
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|
2024
Q4 | $300K | Sell |
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|
2024
Q3 | $318K | Buy |
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|
2024
Q2 | $291K | Sell |
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|
2024
Q1 | $302K | Sell |
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|
2023
Q4 | $408K | Sell |
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|
2023
Q3 | $429K | Buy |
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|
2023
Q2 | $425K | Buy |
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|
2023
Q1 | $425K | Buy |
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|
2022
Q4 | $393K | Buy |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $425K | Buy |
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|
2022
Q1 | $372K | Buy |
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|
2021
Q4 | $349K | Buy |
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|
2021
Q3 | $319K | Hold |
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|
2021
Q2 | $325K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $279K | Hold |
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|
2020
Q3 | $241K | Buy |
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|
2020
Q2 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $252K | Buy |
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