AFP
Ausdal Financial Partners’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 | $29.5M | Buy |
1,112,718
+22,281
| +2% | +$590K | 1.97% | 4 |
|
|
2025
Q1 | $30.5M | Buy |
1,090,437
+56,357
| +5% | +$1.58M | 2.3% | 5 |
|
|
2024
Q4 | $28.3M | Buy |
1,034,080
+782,543
| +311% | +$21.4M | 2.44% | 4 |
|
|
2024
Q3 | $21.3M | Sell |
251,537
-39,329
| -14% | -$3.32M | 2.21% | 4 |
|
|
2024
Q2 | $22.6M | Sell |
290,866
-35,888
| -11% | -$2.79M | 2.42% | 5 |
|
|
2024
Q1 | $26.3M | Buy |
326,754
+22,043
| +7% | +$1.78M | 3.06% | 2 |
|
|
2023
Q4 | $23.2M | Buy |
304,711
+1,726
| +0.6% | +$131K | 2.87% | 3 |
|
|
2023
Q3 | $21.4M | Buy |
302,985
+4,693
| +2% | +$332K | 2.95% | 3 |
|
|
2023
Q2 | $21.7M | Buy |
298,292
+2,624
| +0.9% | +$191K | 2.94% | 3 |
|
|
2023
Q1 | $21.6M | Buy |
295,668
+16,355
| +6% | +$1.2M | 2.98% | 3 |
|
|
2022
Q4 | $21.1M | Buy |
279,313
+20,737
| +8% | +$1.57M | 3.07% | 3 |
|
|
2022
Q3 | $17.2M | Buy |
258,576
+13,771
| +6% | +$915K | 2.71% | 3 |
|
|
2022
Q2 | $17.5M | Buy |
244,805
+14,239
| +6% | +$1.02M | 2.65% | 1 |
|
|
2022
Q1 | $18.2M | Buy |
230,566
+14,845
| +7% | +$1.17M | 2.47% | 3 |
|
|
2021
Q4 | $17.4M | Buy |
215,721
+22,918
| +12% | +$1.85M | 2.33% | 3 |
|
|
2021
Q3 | $14.3M | Buy |
192,803
+28,803
| +18% | +$2.14M | 2.13% | 3 |
|
|
2021
Q2 | $12.4M | Buy |
164,000
+13,640
| +9% | +$1.03M | 1.88% | 4 |
|
|
2021
Q1 | $11M | Buy |
150,360
+21,629
| +17% | +$1.58M | 1.85% | 4 |
|
|
2020
Q4 | $8.26M | Buy |
128,731
+19,578
| +18% | +$1.26M | 1.61% | 5 |
|
|
2020
Q3 | $6.04M | Buy |
109,153
+39,018
| +56% | +$2.16M | 1.46% | 8 |
|
|
2020
Q2 | $3.63M | Buy |
70,135
+11,838
| +20% | +$613K | 1.2% | 17 |
|
|
2020
Q1 | $2.85M | Buy |
58,297
+8,042
| +16% | +$393K | 1.01% | 20 |
|
|
2019
Q4 | $2.91M | Buy |
50,255
+3,373
| +7% | +$195K | 0.86% | 26 |
|
|
2019
Q3 | $2.57M | Sell |
46,882
-29,319
| -38% | -$1.61M | 0.91% | 21 |
|
|
2019
Q2 | $4.18M | Buy |
76,201
+34,805
| +84% | +$1.91M | 1.6% | 6 |
|
|
2019
Q1 | $2.16M | Buy |
41,396
+12,823
| +45% | +$670K | 0.88% | 26 |
|
|
2018
Q4 | $1.34M | Buy |
28,573
+1,811
| +7% | +$85.1K | 0.66% | 36 |
|
|
2018
Q3 | $1.42M | Sell |
26,762
-1,159
| -4% | -$61.4K | 0.4% | 63 |
|
|
2018
Q2 | $1.38M | Buy |
27,921
+5,294
| +23% | +$261K | 0.42% | 59 |
|
|
2018
Q1 | $1.11M | Buy |
22,627
+4,461
| +25% | +$219K | 0.39% | 72 |
|
|
2017
Q4 | $930K | Buy |
18,166
+1,569
| +9% | +$80.3K | 0.33% | 91 |
|
|
2017
Q3 | $777K | Buy |
16,597
+5,458
| +49% | +$256K | 0.31% | 93 |
|
|
2017
Q2 | $502K | Buy |
11,139
+3,085
| +38% | +$139K | 0.21% | 132 |
|
|
2017
Q1 | $359K | Buy |
8,054
+2,951
| +58% | +$132K | 0.16% | 168 |
|
|
2016
Q4 | $222K | Buy |
+5,103
| New | +$222K | 0.1% | 224 |
|
|
2016
Q1 | – | Sell |
-3,526
| Closed | -$136K | – | 867 |
|
|
2015
Q4 | $136K | Buy |
+3,526
| New | +$136K | 0.07% | 252 |
|