Aprio 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 | $2.15M | Sell |
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|
2025
Q2 | $2.25M | Buy |
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|
2025
Q1 | $2.34M | Sell |
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|
2024
Q4 | $2.41M | Buy |
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|
2024
Q3 | $2.46M | Sell |
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|
2024
Q2 | $2.28M | Sell |
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|
2024
Q1 | $2.54M | Sell |
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|
2023
Q4 | $2.51M | Buy |
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|
2023
Q3 | $2.17M | Buy |
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|
2023
Q2 | $587K | Sell |
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|
2023
Q1 | $621K | Buy |
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|
2022
Q4 | $516K | Sell |
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|
2022
Q3 | $543K | Sell |
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|
2022
Q2 | $652K | Sell |
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|
2022
Q1 | $731K | Buy |
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|
2021
Q4 | $474K | Sell |
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|
2021
Q3 | $469K | Sell |
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|
2021
Q2 | $703K | Buy |
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|
2020
Q4 | $292K | Sell |
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|
2020
Q3 | $475K | Sell |
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|
2020
Q2 | $561K | Buy |
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|
2020
Q1 | $474K | Buy |
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