Beacon Financial Advisory’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 | $808K | Buy |
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|
2025
Q2 | $734K | Buy |
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|
2025
Q1 | $606K | Buy |
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|
2024
Q4 | $299K | Buy |
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|
2024
Q3 | $282K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $611K | Hold |
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|
2022
Q1 | $673K | Hold |
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|
2021
Q4 | $690K | Hold |
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|
2021
Q3 | $634K | Hold |
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|
2021
Q2 | $645K | Hold |
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|
2021
Q1 | $622K | Hold |
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|
2020
Q4 | $547K | Buy |
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