AO
Advisor OS’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Buy |
20,174
+6,826
| +51% | +$181K | 0.05% | 244 |
|
|
2025
Q1 | $373K | Buy |
13,348
+1,007
| +8% | +$28.2K | 0.04% | 280 |
|
|
2024
Q4 | $337K | Buy |
12,341
+9,923
| +410% | +$271K | 0.04% | 298 |
|
|
2024
Q3 | $204K | Buy |
+2,418
| New | +$204K | 0.02% | 392 |
|