Acorn Wealth Advisors’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 | $11.8M | Buy |
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|
2025
Q1 | $11.9M | Sell |
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|
2024
Q4 | $11.7M | Sell |
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|
2024
Q3 | $12.6M | Sell |
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|
2024
Q2 | $11.9M | Sell |
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|
2024
Q1 | $12.7M | Buy |
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|
2023
Q4 | $12M | Sell |
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|
2023
Q3 | $11.6M | Sell |
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|
2023
Q2 | $12.2M | Buy |
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|
2023
Q1 | $12.1M | Sell |
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|
2022
Q4 | $12.7M | Sell |
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|
2022
Q3 | $11.2M | Buy |
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|
2022
Q2 | $11.8M | Buy |
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|
2022
Q1 | $12.8M | Buy |
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|
2021
Q4 | $13M | Buy |
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|
2021
Q3 | $11.5M | Sell |
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|
2021
Q2 | $12M | Buy |
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|
2021
Q1 | $11.4M | Buy |
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|
2020
Q4 | $9.79M | Sell |
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|
2020
Q3 | $8.67M | Buy |
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|
2020
Q2 | $8.02M | Buy |
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|
2020
Q1 | $7.11M | Buy |
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|
2019
Q4 | $8.15M | Sell |
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|
2019
Q3 | $8.12M | Buy |
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|
2019
Q2 | $7.47M | Sell |
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|
2019
Q1 | $8.24M | Buy |
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|
2018
Q4 | $7.3M | Buy |
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|
2018
Q3 | $7.54M | Buy |
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|
2018
Q2 | $7.12M | Buy |
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|
2018
Q1 | $6.87M | Buy |
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|
2017
Q4 | $6.93M | Buy |
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