BIA
Barry Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.5M | Buy |
207,441
+9,154
| +5% | +$243K | 1.37% | 19 |
|
|
2025
Q1 | $5.54M | Buy |
198,287
+33,490
| +20% | +$936K | 1.47% | 19 |
|
|
2024
Q4 | $4.5M | Buy |
164,797
+117,173
| +246% | +$3.2M | 1.45% | 22 |
|
|
2024
Q3 | $4.03M | Buy |
47,624
+12,259
| +35% | +$1.04M | 1.23% | 27 |
|
|
2024
Q2 | $2.78M | Buy |
35,365
+8,316
| +31% | +$653K | 0.94% | 29 |
|
|
2024
Q1 | $2.18M | Buy |
27,049
+14,732
| +120% | +$1.19M | 0.73% | 30 |
|
|
2023
Q4 | $938K | Buy |
+12,317
| New | +$938K | 0.32% | 47 |
|