Allied Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Allied Investment Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$43.3M	Buy
2025 Q1	$42.8M	Buy
2024 Q4	$39.7M	Buy
2024 Q3	$40.4M	Buy
2024 Q2	$204K	Hold
2024 Q1	$211K	Buy
2022 Q2	–	Sell
2022 Q1	$207K	Hold
2021 Q4	$212K	Buy