Avalon Trust’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.6K | Hold |
3,420
| – | – | 0.01% | 205 |
|
|
2025
Q1 | $95.6K | Hold |
3,420
| – | – | 0.01% | 190 |
|
|
2024
Q4 | $93.4K | Hold |
3,420
| – | – | 0.01% | 171 |
|
|
2024
Q3 | $96.4K | Hold |
3,420
| – | – | 0.01% | 170 |
|
|
2024
Q2 | $88.6K | Hold |
3,420
| – | – | 0.01% | 172 |
|
|
2024
Q1 | $91.9K | Hold |
3,420
| – | – | 0.01% | 180 |
|
|
2023
Q4 | $86.8K | Hold |
3,420
| – | – | 0.01% | 173 |
|
|
2023
Q3 | $80.7K | Hold |
3,420
| – | – | 0.01% | 163 |
|
|
2023
Q2 | $82.8K | Hold |
3,420
| – | – | 0.01% | 170 |
|
|
2023
Q1 | $83.4K | Buy |
+3,420
| New | +$83.4K | 0.01% | 165 |
|