AlphaCore Capital’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 | $2.78M | Buy |
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|
2025
Q1 | $2.14M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $387K | Buy |
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|
2023
Q3 | $320K | Buy |
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|
2023
Q2 | $326K | Sell |
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|
2023
Q1 | $451K | Buy |
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|
2022
Q4 | $3.02K | Hold |
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|
2022
Q3 | $3K | Sell |
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|
2022
Q2 | $26K | Buy |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Sell |
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|
2021
Q3 | $5K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $52K | Buy |
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