Alpha Omega Wealth Management’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 | $5.24M | Buy |
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|
2025
Q1 | $5.44M | Sell |
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|
2024
Q4 | $5.4M | Sell |
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|
2024
Q3 | $5.78M | Sell |
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|
2024
Q2 | $5.4M | Sell |
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|
2024
Q1 | $5.67M | Sell |
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|
2023
Q4 | $5.45M | Sell |
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|
2023
Q3 | $5.22M | Sell |
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|
2023
Q2 | $5.56M | Sell |
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|
2023
Q1 | $5.71M | Sell |
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|
2022
Q4 | $5.97M | Sell |
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|
2022
Q3 | $5.42M | Sell |
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|
2022
Q2 | $5.86M | Buy |
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|
2022
Q1 | $6.36M | Buy |
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|
2021
Q4 | $6.45M | Sell |
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|
2021
Q3 | $5.94M | Buy |
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|
2021
Q2 | $5.93M | Buy |
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|
2021
Q1 | $5.54M | Buy |
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|
2020
Q4 | $4.6M | Sell |
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|
2020
Q3 | $3.98M | Buy |
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|
2020
Q2 | $3.69M | Sell |
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|
2020
Q1 | $3.34M | Sell |
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|
2019
Q4 | $4.45M | Buy |
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|
2019
Q3 | $4.18M | Buy |
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|
2019
Q2 | $3.47M | Buy |
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|
2019
Q1 | $3.31M | Sell |
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|
2018
Q4 | $3.12M | Buy |
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|
2018
Q3 | $3.38M | Buy |
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|
2018
Q2 | $2.99M | Buy |
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|
2018
Q1 | $2.58M | Sell |
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|
2017
Q4 | $2.78M | Sell |
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|
2017
Q3 | $2.55M | Sell |
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|
2017
Q2 | $2.53M | Buy |
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|
2017
Q1 | $2.46M | Buy |
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|
2016
Q4 | $2.39M | Buy |
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|
2016
Q3 | $12K | Hold |
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|
2016
Q2 | $12K | Buy |
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