Auxano 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
Q3 | $4.46M | Sell |
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|
2025
Q2 | $4.87M | Buy |
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|
2025
Q1 | $5.11M | Sell |
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|
2024
Q4 | $5.01M | Buy |
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|
2024
Q3 | $5.14M | Buy |
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|
2024
Q2 | $4.64M | Sell |
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|
2024
Q1 | $4.82M | Buy |
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|
2023
Q4 | $3.47M | Sell |
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|
2023
Q3 | $4.17M | Buy |
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|
2023
Q2 | $4.23M | Hold |
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|
2023
Q1 | $4.23M | Buy |
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|
2022
Q4 | $2.56M | Buy |
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|
2022
Q3 | $2.23M | Buy |
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|
2022
Q2 | $1.93M | Buy |
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|
2022
Q1 | $895K | Buy |
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|
2021
Q4 | $915K | Buy |
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|
2021
Q3 | $838K | Buy |
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|
2021
Q2 | $851K | Buy |
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|
2021
Q1 | $273K | Buy |
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