Arax Advisory Partners’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 | $5.3M | Sell |
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|
2025
Q1 | $5.57M | Sell |
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|
2024
Q4 | $6.53M | Buy |
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|
2024
Q3 | $5.5M | Buy |
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|
2024
Q2 | $4.99M | Sell |
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|
2024
Q1 | $5.33M | Sell |
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|
2023
Q4 | $5.41M | Buy |
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|
2023
Q3 | $5.01M | Buy |
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|
2023
Q2 | $4.82M | Buy |
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|
2023
Q1 | $4.66M | Sell |
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|
2022
Q4 | $4.93M | Sell |
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|
2022
Q3 | $4.78M | Buy |
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|
2022
Q2 | $4.9M | Buy |
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|
2022
Q1 | $5.12M | Buy |
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|
2021
Q4 | $5.06M | Buy |
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|
2021
Q3 | $4.62M | Buy |
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|
2021
Q2 | $4.53M | Buy |
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|
2020
Q4 | $3.95M | Sell |
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|
2020
Q3 | $3.64M | Sell |
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|
2020
Q2 | $3.59M | Sell |
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|
2020
Q1 | $3.25M | Buy |
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|
2019
Q4 | $28K | Buy |
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|
2019
Q3 | $26K | Buy |
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|
2019
Q2 | $25K | Buy |
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|
2018
Q4 | $7K | Sell |
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|
2018
Q3 | $26K | Buy |
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