AWS
Atria Wealth Solutions’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 | $14.8M | Sell |
557,436
-804,607
| -59% | -$21.4M | 0.34% | 62 |
|
|
2025
Q1 | $38.1M | Sell |
1,362,043
-2,868
| -0.2% | -$80.2K | 0.46% | 36 |
|
|
2024
Q4 | $37.3M | Buy |
1,364,911
+912,015
| +201% | +$24.9M | 0.41% | 42 |
|
|
2024
Q3 | $38.3M | Buy |
452,896
+3,058
| +0.7% | +$258K | 0.41% | 42 |
|
|
2024
Q2 | $35.3M | Buy |
449,838
+13,410
| +3% | +$1.05M | 0.39% | 45 |
|
|
2024
Q1 | $35.2M | Sell |
436,428
-52,022
| -11% | -$4.19M | 0.4% | 40 |
|
|
2023
Q4 | $37.2M | Sell |
488,450
-26,728
| -5% | -$2.03M | 0.47% | 32 |
|
|
2023
Q3 | $36.5M | Buy |
515,178
+821
| +0.2% | +$58.1K | 0.51% | 27 |
|
|
2023
Q2 | $37.4M | Sell |
514,357
-41,817
| -8% | -$3.04M | 0.51% | 26 |
|
|
2023
Q1 | $40.7M | Sell |
556,174
-29,600
| -5% | -$2.17M | 0.6% | 22 |
|
|
2022
Q4 | $44.2M | Buy |
585,774
+61,035
| +12% | +$4.61M | 0.71% | 17 |
|
|
2022
Q3 | $34.9M | Buy |
524,739
+214,050
| +69% | +$14.2M | 0.6% | 24 |
|
|
2022
Q2 | $22.3M | Sell |
310,689
-3,217
| -1% | -$230K | 0.42% | 41 |
|
|
2022
Q1 | $24.8M | Buy |
+313,906
| New | +$24.8M | 0.41% | 38 |
|