Advisor Resource Council’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
Sell
2025
Q2
$247K Sell
2025
Q1
$802K Buy
2024
Q1
Sell
2023
Q4
$588K Buy
2022
Q3
Sell
2022
Q2
$459K Buy
2022
Q1
Sell
2021
Q4
$546K Buy
2021
Q3
Sell
2021
Q2
$415K Buy