Baron Silver Stevens Financial Advisors’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 | $5.45M | Buy |
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|
2025
Q2 | $4.9M | Sell |
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|
2025
Q1 | $5.43M | Buy |
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|
2024
Q4 | $5.06M | Buy |
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|
2024
Q3 | $5.06M | Buy |
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|
2024
Q2 | $4.05M | Buy |
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|
2024
Q1 | $3.24M | Buy |
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|
2023
Q4 | $2.56M | Buy |
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|
2023
Q3 | $1.78M | Buy |
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|
2023
Q2 | $1.53M | Buy |
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|
2023
Q1 | $678K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $65K | Buy |
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