Angeles 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
Q3 | $477K | Sell |
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|
2025
Q2 | $468K | Buy |
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|
2025
Q1 | $294K | Hold |
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|
2024
Q4 | $287K | Buy |
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|
2024
Q3 | $2.54K | Hold |
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|
2024
Q2 | $2.33K | Sell |
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|
2024
Q1 | $28.6K | Sell |
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|
2023
Q4 | $27.2K | Sell |
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|
2023
Q3 | $138K | Sell |
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|
2023
Q2 | $496K | Buy |
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|
2023
Q1 | $498K | Sell |
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|
2022
Q4 | $587K | Buy |
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|
2022
Q3 | $430K | Buy |
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|
2022
Q2 | $460K | Buy |
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