Annex Advisory Services’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 | $269K | Buy |
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|
2025
Q2 | $238K | Sell |
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|
2025
Q1 | $259K | Sell |
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|
2024
Q4 | $314K | Sell |
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|
2024
Q3 | $342K | Sell |
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|
2024
Q2 | $503K | Sell |
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|
2024
Q1 | $595K | Buy |
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|
2023
Q4 | $559K | Sell |
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|
2023
Q3 | $543K | Sell |
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|
2023
Q2 | $612K | Buy |
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|
2023
Q1 | $363K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $319K | Buy |
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