Advisory Alpha’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 | $16.9M | Buy |
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|
2025
Q2 | $16.3M | Buy |
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|
2025
Q1 | $15.3M | Buy |
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|
2024
Q4 | $13.4M | Buy |
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|
2024
Q3 | $12.1M | Buy |
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|
2024
Q2 | $9.9M | Buy |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $975K | Sell |
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|
2023
Q3 | $940K | Buy |
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|
2023
Q2 | $832K | Sell |
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|
2023
Q1 | $879K | Buy |
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|
2022
Q4 | $575K | Buy |
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|
2022
Q3 | $384K | Sell |
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|
2022
Q2 | $480K | Sell |
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|
2022
Q1 | $665K | Buy |
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|
2021
Q4 | $553K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $17.5K | Hold |
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|
2019
Q4 | $21K | Buy |
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|
2019
Q3 | $13.9K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $13.6K | Buy |
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