Advisornet Financial’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 | $26.1M | Sell |
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|
2025
Q2 | $26.2M | Buy |
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|
2025
Q1 | $24.8M | Buy |
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|
2024
Q4 | $21.4M | Buy |
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|
2024
Q3 | $20.3M | Buy |
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|
2024
Q2 | $16.6M | Buy |
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|
2024
Q1 | $15.7M | Buy |
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|
2023
Q4 | $13.9M | Buy |
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|
2023
Q3 | $9.98M | Buy |
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|
2023
Q2 | $6.06M | Buy |
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|
2023
Q1 | $5.23M | Buy |
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|
2022
Q4 | $3.99M | Buy |
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|
2022
Q3 | $1.6M | Buy |
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|
2022
Q2 | $1.48M | Sell |
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|
2022
Q1 | $5.45M | Sell |
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|
2021
Q4 | $9.99M | Sell |
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|
2021
Q3 | $9.7M | Sell |
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|
2021
Q2 | $10.2M | Buy |
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|
2021
Q1 | $9.78M | Sell |
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|
2020
Q4 | $9.82M | Buy |
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|
2020
Q3 | $8.03M | Buy |
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|
2020
Q2 | $5.74M | Buy |
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|
2020
Q1 | $2.06M | Sell |
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|
2019
Q4 | $3.15M | Sell |
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|
2019
Q3 | $3.13M | Sell |
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|
2019
Q2 | $3.28M | Sell |
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|
2019
Q1 | $3.39M | Sell |
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|
2018
Q4 | $3.12M | Buy |
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|
2018
Q3 | $3.22M | Sell |
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|
2018
Q2 | $3.33M | Sell |
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|
2018
Q1 | $3.79M | Sell |
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|
2017
Q4 | $4.19M | Buy |
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