Advisornet Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Advisornet Financial’s Portfolio SCHD Stock Details SCHD Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$26.2M	Buy	987,028 +99,416	+11%	+$2.63M	1.69%	7
2025 Q1	$24.8M	Buy	887,612 +104,544	+13%	+$2.92M	1.84%	5
2024 Q4	$21.4M	Buy	783,068 +543,103	+226%	+$14.8M	1.79%	7
2024 Q3	$20.3M	Buy	239,965 +27,046	+13%	+$2.29M	1.52%	9
2024 Q2	$16.6M	Buy	212,919 +18,299	+9%	+$1.42M	1.5%	8
2024 Q1	$15.7M	Buy	194,620 +11,469	+6%	+$925K	1.51%	8
2023 Q4	$13.9M	Buy	183,151 +42,156	+30%	+$3.21M	1.29%	12
2023 Q3	$9.98M	Buy	140,995 +57,553	+69%	+$4.07M	0.91%	24
2023 Q2	$6.06M	Buy	83,442 +11,891	+17%	+$864K	0.52%	38
2023 Q1	$5.23M	Buy	71,551 +18,697	+35%	+$1.37M	0.48%	45
2022 Q4	$3.99M	Buy	52,854 +28,742	+119%	+$2.17M	0.39%	63
2022 Q3	$1.6M	Buy	24,112 +3,445	+17%	+$229K	0.16%	147
2022 Q2	$1.48M	Sell	20,667 -48,362	-70%	-$3.46M	0.15%	162
2022 Q1	$5.45M	Sell	69,029 -54,526	-44%	-$4.3M	0.34%	59
2021 Q4	$9.99M	Sell	123,555 -7,074	-5%	-$572K	0.62%	31
2021 Q3	$9.7M	Sell	130,629 -4,445	-3%	-$330K	0.67%	26
2021 Q2	$10.2M	Buy	135,074 +908	+0.7%	+$68.7K	0.68%	24
2021 Q1	$9.78M	Sell	134,166 -18,874	-12%	-$1.38M	0.7%	22
2020 Q4	$9.82M	Buy	153,040 +7,829	+5%	+$502K	0.79%	21
2020 Q3	$8.03M	Buy	145,211 +34,342	+31%	+$1.9M	0.69%	23
2020 Q2	$5.74M	Buy	110,869 +65,033	+142%	+$3.37M	0.46%	46
2020 Q1	$2.06M	Sell	45,836 -8,565	-16%	-$385K	0.19%	114
2019 Q4	$3.15M	Sell	54,401 -2,807	-5%	-$163K	0.27%	81
2019 Q3	$3.13M	Sell	57,208 -4,657	-8%	-$255K	0.29%	77
2019 Q2	$3.28M	Sell	61,865 -2,902	-4%	-$154K	0.36%	58
2019 Q1	$3.39M	Sell	64,767 -1,650	-2%	-$86.3K	0.41%	51
2018 Q4	$3.12M	Buy	66,417 +5,746	+9%	+$270K	0.43%	47
2018 Q3	$3.22M	Sell	60,671 -6,928	-10%	-$367K	0.4%	47
2018 Q2	$3.33M	Sell	67,599 -9,639	-12%	-$475K	0.45%	40
2018 Q1	$3.79M	Sell	77,238 -4,635	-6%	-$227K	0.52%	33
2017 Q4	$4.19M	Buy	+81,873	New	+$4.19M	0.64%	26