ARC
Advisor Resource Council’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 | $247K | Sell |
9,311
-28,088
| -75% | -$744K | 0.1% | 141 |
|
|
2025
Q1 | $802K | Buy |
+37,399
| New | +$802K | 0.06% | 287 |
|
|
2024
Q1 | – | Sell |
-7,729
| Closed | -$588K | – | 459 |
|
|
2023
Q4 | $588K | Buy |
+7,729
| New | +$588K | 0.07% | 252 |
|
|
2022
Q3 | – | Sell |
-6,416
| Closed | -$459K | – | 424 |
|
|
2022
Q2 | $459K | Buy |
+6,416
| New | +$459K | 0.04% | 295 |
|
|
2022
Q1 | – | Sell |
-6,760
| Closed | -$546K | – | 466 |
|
|
2021
Q4 | $546K | Buy |
+6,760
| New | +$546K | 0.04% | 317 |
|
|
2021
Q3 | – | Sell |
-5,490
| Closed | -$415K | – | 425 |
|
|
2021
Q2 | $415K | Buy |
+5,490
| New | +$415K | 0.04% | 335 |
|