Archford Capital Strategies’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
2024
Q2
Sell
2024
Q1
$204K Buy
2023
Q4
Sell
2023
Q3
$904K Sell
2023
Q2
$4.5M Buy
2023
Q1
$4.25M Sell
2022
Q4
$4.51M Sell
2022
Q3
$4.44M Buy
2022
Q2
$4.64M Buy
2022
Q1
$4.9M Buy
2021
Q4
$1.4M Sell
2021
Q3
$1.29M Buy