Alpha Cubed Investments’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
Q3 | $4.42M | Sell |
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|
2025
Q2 | $4.89M | Buy |
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|
2025
Q1 | $4.96M | Buy |
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|
2024
Q4 | $4.39M | Buy |
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|
2024
Q3 | $4.43M | Sell |
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|
2024
Q2 | $4.47M | Buy |
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|
2024
Q1 | $4.26M | Sell |
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|
2023
Q4 | $4.38M | Buy |
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|
2023
Q3 | $3.95M | Buy |
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|
2023
Q2 | $3.87M | Sell |
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|
2023
Q1 | $5.04M | Buy |
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|
2022
Q4 | $4.88M | Buy |
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|
2022
Q3 | $3.82M | Buy |
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|
2022
Q2 | $3.8M | Buy |
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|
2022
Q1 | $2.5M | Buy |
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|
2021
Q4 | $254K | Buy |
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