ACA
Aspire Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9M | Sell |
901,858
-138,202
| -13% | -$3.66M | 6.6% | 4 |
|
|
2025
Q1 | $29.1M | Sell |
1,040,060
-49,585
| -5% | -$1.39M | 8.68% | 1 |
|
|
2024
Q4 | $29.8M | Buy |
1,089,645
+742,136
| +214% | +$20.3M | 8.51% | 3 |
|
|
2024
Q3 | $29.4M | Buy |
347,509
+19,338
| +6% | +$1.63M | 8.76% | 3 |
|
|
2024
Q2 | $25.5M | Buy |
328,171
+6,876
| +2% | +$535K | 8.35% | 3 |
|
|
2024
Q1 | $25.9M | Buy |
321,295
+18,458
| +6% | +$1.49M | 8.72% | 3 |
|
|
2023
Q4 | $23.1M | Buy |
302,837
+2,297
| +0.8% | +$175K | 9.36% | 3 |
|
|
2023
Q3 | $21.3M | Buy |
300,540
+37,492
| +14% | +$2.65M | 9.68% | 3 |
|
|
2023
Q2 | $19.1M | Buy |
263,048
+6,873
| +3% | +$499K | 9.28% | 3 |
|
|
2023
Q1 | $18.7M | Buy |
256,175
+3,585
| +1% | +$262K | 9.83% | 3 |
|
|
2022
Q4 | $19.1M | Buy |
252,590
+174,469
| +223% | +$13.2M | 10.87% | 2 |
|
|
2022
Q3 | $5.19M | Buy |
78,121
+4,401
| +6% | +$292K | 4.12% | 7 |
|
|
2022
Q2 | $5.28M | Buy |
+73,720
| New | +$5.28M | 4% | 8 |
|