Avantax Planning Partners’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 | $251M | Sell |
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|
2025
Q1 | $269M | Buy |
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|
2024
Q4 | $256M | Buy |
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|
2024
Q3 | $263M | Sell |
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|
2024
Q2 | $278M | Sell |
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|
2024
Q1 | $290M | Buy |
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|
2023
Q4 | $271M | Sell |
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|
2023
Q3 | $257M | Buy |
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|
2023
Q2 | $263M | Buy |
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|
2023
Q1 | $260M | Buy |
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|
2022
Q4 | $265M | Buy |
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|
2022
Q3 | $223M | Sell |
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|
2022
Q2 | $255M | Buy |
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|
2022
Q1 | $235M | Sell |
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|
2021
Q4 | $242M | Buy |
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|
2021
Q3 | $216M | Buy |
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|
2021
Q2 | $214M | Buy |
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|
2021
Q1 | $199M | Sell |
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|
2020
Q4 | $231M | Sell |
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|
2020
Q3 | $212M | Sell |
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|
2020
Q2 | $202M | Buy |
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|
2020
Q1 | $170M | Buy |
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|
2019
Q4 | $213M | Buy |
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|
2019
Q3 | $201M | Buy |
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|
2019
Q2 | $193M | Buy |
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|
2019
Q1 | $178M | Buy |
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|
2018
Q4 | $106M | Buy |
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|
2018
Q3 | $112M | Buy |
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|
2018
Q2 | $102M | Buy |
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|
2018
Q1 | $98.1M | Buy |
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|
2017
Q4 | $98.8M | Sell |
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|
2017
Q3 | $105M | Buy |
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|
2017
Q2 | $99.5M | Sell |
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|
2017
Q1 | $102M | Sell |
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|
2016
Q4 | $122M | Buy |
|