Avalon Capital Management’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 | $848K | Hold |
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|
2025
Q2 | $823K | Hold |
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|
2025
Q1 | $868K | Hold |
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|
2024
Q4 | $848K | Hold |
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|
2024
Q3 | $875K | Hold |
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|
2024
Q2 | $805K | Hold |
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|
2024
Q1 | $835K | Hold |
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|
2023
Q4 | $788K | Hold |
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|
2023
Q3 | $732K | Sell |
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|
2023
Q2 | $759K | Sell |
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|
2023
Q1 | $772K | Hold |
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|
2022
Q4 | $797K | Buy |
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|
2022
Q3 | $688K | Hold |
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|
2022
Q2 | $741K | Hold |
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|
2022
Q1 | $783K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $230K | Hold |
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|
2015
Q1 | $236K | Hold |
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|
2014
Q4 | $239K | Hold |
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|
2014
Q3 | $231K | Sell |
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|
2014
Q2 | $268K | Hold |
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|
2014
Q1 | $258K | Sell |
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|
2013
Q4 | $330K | Hold |
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|
2013
Q3 | $303K | Hold |
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|
2013
Q2 | $294K | Buy |
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