Addison 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
Q3 | $34.8K | Hold |
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|
2025
Q2 | $33.7K | Sell |
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|
2025
Q1 | $52.1K | Hold |
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|
2024
Q4 | $50.9K | Hold |
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|
2024
Q3 | $52.5K | Hold |
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|
2024
Q2 | $48.3K | Hold |
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|
2024
Q1 | $50.1K | Hold |
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|
2023
Q4 | $47.3K | Buy |
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|
2023
Q3 | $43.5K | Hold |
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|
2023
Q2 | $44.7K | Hold |
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|
2023
Q1 | $45K | Hold |
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|
2022
Q4 | $46.5K | Hold |
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|
2022
Q3 | $41K | Hold |
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|
2022
Q2 | $44K | Hold |
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|
2022
Q1 | $49K | Hold |
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|
2021
Q4 | $50K | Hold |
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|
2021
Q3 | $46K | Hold |
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|
2021
Q2 | $47K | Buy |
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|
2020
Q4 | $39K | Buy |
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