Advisory Resource Group’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
Q2 | $1.58M | Buy |
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|
2025
Q1 | $1.59M | Buy |
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|
2024
Q4 | $1.37M | Buy |
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|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $1.28M | Buy |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $918K | Buy |
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|
2023
Q2 | $537K | Buy |
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|
2023
Q1 | $254K | Buy |
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|
2022
Q4 | $212K | Buy |
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