Altus Wealth Group’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 | $1.39M | Sell |
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|
2025
Q2 | $1.43M | Buy |
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|
2025
Q1 | $1.37M | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $935K | Buy |
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|
2023
Q4 | $849K | Sell |
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|
2023
Q3 | $848K | Buy |
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|
2023
Q2 | $857K | Buy |
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|
2023
Q1 | $796K | Hold |
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|
2022
Q4 | $822K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $253K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $23K | Hold |
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|
2020
Q4 | $20K | Buy |
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