Avidian Wealth Enterprises’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 | $4.82M | Buy |
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|
2025
Q2 | $4.65M | Buy |
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|
2025
Q1 | $4.09M | Sell |
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|
2024
Q4 | $4.01M | Buy |
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|
2024
Q3 | $3.75M | Buy |
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|
2024
Q2 | $3.43M | Buy |
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|
2024
Q1 | $2M | Sell |
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|
2023
Q4 | $1.97M | Sell |
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|
2023
Q3 | $4.17M | Buy |
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|
2023
Q2 | $4.13M | Buy |
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|
2023
Q1 | $3.72M | Buy |
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|
2022
Q4 | $202K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $267K | Sell |
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|
2022
Q1 | $298K | Sell |
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|
2021
Q4 | $311K | Buy |
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