Atlas Capital Advisors’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 | $1.05M | Sell |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $989K | Buy |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $1.27M | Sell |
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|
2023
Q2 | $1.46M | Sell |
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|
2023
Q1 | $1.52M | Sell |
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|
2022
Q4 | $1.61M | Buy |
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|
2022
Q3 | $1.37M | Buy |
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|
2022
Q2 | $1.33M | Buy |
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|
2022
Q1 | $1.46M | Hold |
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|
2021
Q4 | $1.49M | Sell |
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|
2021
Q3 | $1.38M | Buy |
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|
2021
Q2 | $1.4M | Buy |
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|
2021
Q1 | $1.33M | Buy |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $766K | Sell |
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|
2020
Q2 | $884K | Sell |
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|
2020
Q1 | $796K | Buy |
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|
2019
Q4 | $1.01M | Sell |
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|
2019
Q3 | $965K | Hold |
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|
2019
Q2 | $935K | Buy |
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