Ancora 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 | $809K | Buy |
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|
2025
Q1 | $818K | Sell |
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|
2024
Q4 | $902K | Buy |
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|
2024
Q3 | $777K | Buy |
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|
2024
Q2 | $688K | Sell |
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|
2024
Q1 | $804K | Buy |
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|
2023
Q4 | $721K | Sell |
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|
2023
Q3 | $2.72M | Buy |
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|
2023
Q2 | $2.71M | Buy |
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|
2023
Q1 | $1.95M | Buy |
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|
2022
Q4 | $926K | Buy |
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|
2022
Q3 | $685K | Buy |
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|
2022
Q2 | $737K | Buy |
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|
2022
Q1 | $805K | Buy |
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|
2021
Q4 | $783K | Buy |
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|
2021
Q3 | $577K | Buy |
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|
2021
Q2 | $587K | Buy |
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|
2021
Q1 | $536K | Buy |
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|
2020
Q4 | $471K | Buy |
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|
2020
Q3 | $405K | Buy |
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|
2020
Q2 | $379K | Buy |
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|
2020
Q1 | $306K | Buy |
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|
2019
Q4 | $394K | Sell |
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|
2019
Q3 | $385K | Sell |
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|
2019
Q2 | $479K | Sell |
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|
2019
Q1 | $486K | Buy |
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|
2018
Q4 | $436K | Sell |
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|
2018
Q3 | $533K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $245K | Buy |
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|
2017
Q4 | $212K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $229K | Buy |
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|
2017
Q1 | $226K | Buy |
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|
2016
Q4 | $220K | Buy |
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