AIA
Allied Investment Advisors’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 | $43.3M | Buy |
1,632,590
+101,274
| +7% | +$2.68M | 7.56% | 1 |
|
|
2025
Q1 | $42.8M | Buy |
1,531,316
+76,370
| +5% | +$2.14M | 8.12% | 1 |
|
|
2024
Q4 | $39.7M | Buy |
1,454,946
+977,548
| +205% | +$26.7M | 8.01% | 1 |
|
|
2024
Q3 | $40.4M | Buy |
477,398
+474,775
| +18,100% | +$40.1M | 7.99% | 1 |
|
|
2024
Q2 | $204K | Hold |
2,623
| – | – | 0.05% | 71 |
|
|
2024
Q1 | $211K | Buy |
+2,623
| New | +$211K | 0.05% | 63 |
|
|
2022
Q2 | – | Sell |
-2,623
| Closed | -$207K | – | 59 |
|
|
2022
Q1 | $207K | Hold |
2,623
| – | – | 0.07% | 59 |
|
|
2021
Q4 | $212K | Buy |
+2,623
| New | +$212K | 0.07% | 57 |
|