Alliance Wealth Management 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 | $5.26M | Sell |
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|
2025
Q1 | $5.82M | Buy |
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|
2024
Q4 | $5.65M | Sell |
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|
2024
Q3 | $5.99M | Buy |
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|
2024
Q2 | $5.28M | Sell |
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|
2024
Q1 | $5.6M | Buy |
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|
2023
Q4 | $4.36M | Buy |
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|
2023
Q2 | $4.18M | Buy |
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|
2023
Q1 | $3.95M | Sell |
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|
2022
Q4 | $4.28M | Sell |
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|
2022
Q3 | $3.9M | Sell |
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|
2022
Q2 | $5.22M | Buy |
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|
2022
Q1 | $5.06M | Buy |
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|
2021
Q4 | $4.3M | Buy |
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|
2021
Q3 | $3.88M | Buy |
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|
2021
Q2 | $3.88M | Buy |
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|
2021
Q1 | $1.25M | Sell |
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|
2020
Q4 | $1.19M | Sell |
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|
2020
Q3 | $1.08M | Sell |
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|
2020
Q2 | $1.21M | Sell |
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|
2020
Q1 | $3.45M | Buy |
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|
2019
Q4 | $1.15M | Sell |
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|
2019
Q3 | $1.12M | Buy |
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|
2019
Q2 | $1.05M | Sell |
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|
2019
Q1 | $1.04M | Sell |
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|
2018
Q4 | $5.35M | Sell |
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|
2018
Q3 | $6.26M | Sell |
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|
2018
Q2 | $5.97M | Sell |
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|
2018
Q1 | $8.69M | Buy |
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|
2017
Q4 | $7.99M | Sell |
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|
2017
Q3 | $10.7M | Buy |
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|
2017
Q2 | $4.7M | Buy |
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|
2017
Q1 | $4.51M | Buy |
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