Ally Invest Advisors’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 | $947K | Sell |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.09M | Sell |
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|
2024
Q3 | $1.18M | Sell |
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|
2024
Q2 | $1.29M | Sell |
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|
2024
Q1 | $1.34M | Sell |
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|
2023
Q4 | $1.46M | Sell |
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|
2023
Q3 | $1.39M | Sell |
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|
2023
Q2 | $1.47M | Buy |
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|
2023
Q1 | $1.33M | Buy |
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|
2022
Q4 | $684K | Buy |
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|
2022
Q3 | $370K | Buy |
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