Avalon Trust’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 | $93.4K | Hold |
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|
2025
Q2 | $90.6K | Hold |
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|
2025
Q1 | $95.6K | Hold |
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|
2024
Q4 | $93.4K | Hold |
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|
2024
Q3 | $96.4K | Hold |
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|
2024
Q2 | $88.6K | Hold |
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|
2024
Q1 | $91.9K | Hold |
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|
2023
Q4 | $86.8K | Hold |
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|
2023
Q3 | $80.7K | Hold |
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|
2023
Q2 | $82.8K | Hold |
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|
2023
Q1 | $83.4K | Buy |
|