Albion Financial 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 | $23.4M | Buy |
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|
2025
Q1 | $15.8M | Buy |
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|
2024
Q4 | $10.7M | Buy |
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|
2024
Q3 | $10.5M | Buy |
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|
2024
Q2 | $8.79M | Buy |
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|
2024
Q1 | $80.6K | Hold |
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|
2023
Q4 | $76.1K | Hold |
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|
2023
Q3 | $70.8K | Sell |
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|
2023
Q2 | $133K | Buy |
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|
2023
Q1 | $60.7K | Buy |
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|
2022
Q4 | $62.6K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $64K | Buy |
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