ARG
Advisory Resource Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
59,500
+2,520
| +4% | +$66.8K | 0.3% | 69 |
|
|
2025
Q1 | $1.59M | Buy |
56,980
+6,740
| +13% | +$188K | 0.32% | 72 |
|
|
2024
Q4 | $1.37M | Buy |
50,240
+33,680
| +203% | +$920K | 0.29% | 70 |
|
|
2024
Q3 | $1.4M | Buy |
16,560
+246
| +2% | +$20.8K | 0.3% | 69 |
|
|
2024
Q2 | $1.27M | Buy |
16,314
+435
| +3% | +$33.8K | 0.29% | 68 |
|
|
2024
Q1 | $1.28M | Buy |
15,879
+630
| +4% | +$50.8K | 0.29% | 67 |
|
|
2023
Q4 | $1.16M | Buy |
15,249
+2,273
| +18% | +$173K | 0.29% | 63 |
|
|
2023
Q3 | $918K | Buy |
12,976
+5,585
| +76% | +$395K | 0.25% | 67 |
|
|
2023
Q2 | $537K | Buy |
7,391
+3,916
| +113% | +$284K | 0.15% | 107 |
|
|
2023
Q1 | $254K | Buy |
3,475
+662
| +24% | +$48.4K | 0.07% | 134 |
|
|
2022
Q4 | $212K | Buy |
+2,813
| New | +$212K | 0.06% | 140 |
|