Avantax Advisory Services’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
Q2 | $754M | Buy |
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|
2025
Q1 | $773M | Buy |
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|
2024
Q4 | $710M | Buy |
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|
2024
Q3 | $719M | Buy |
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|
2024
Q2 | $643M | Buy |
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|
2024
Q1 | $627M | Buy |
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|
2023
Q4 | $569M | Buy |
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|
2023
Q3 | $528M | Buy |
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|
2023
Q2 | $522M | Buy |
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|
2023
Q1 | $511M | Buy |
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|
2022
Q4 | $492M | Buy |
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|
2022
Q3 | $297M | Buy |
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|
2022
Q2 | $309M | Buy |
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|
2022
Q1 | $326M | Buy |
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|
2021
Q4 | $313M | Buy |
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|
2021
Q3 | $268M | Buy |
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|
2021
Q2 | $23.1M | Buy |
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|
2021
Q1 | $19.6M | Buy |
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|
2020
Q4 | $13.9M | Sell |
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|
2020
Q3 | $13.3M | Buy |
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|
2020
Q2 | $1.41M | Buy |
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|
2020
Q1 | $1.16M | Buy |
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|
2019
Q4 | $1.29M | Buy |
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|
2019
Q3 | $823K | Buy |
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|
2019
Q2 | $743K | Buy |
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|
2019
Q1 | $542K | Buy |
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|
2018
Q4 | $391K | Buy |
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