Beaird Harris Wealth Management’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 | $5.41K | Sell |
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|
2025
Q2 | $403K | Buy |
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|
2025
Q1 | $5.43K | Buy |
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|
2024
Q4 | $5.26K | Buy |
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|
2024
Q3 | $5.39K | Sell |
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|
2024
Q2 | $303K | Hold |
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|
2024
Q1 | $315K | Buy |
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|
2023
Q4 | $297K | Buy |
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|
2023
Q3 | $272K | Buy |
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|
2023
Q2 | $4.42K | Hold |
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|
2023
Q1 | $4.49K | Buy |
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|
2022
Q4 | $4.52K | Sell |
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|
2022
Q3 | $40K | Hold |
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|
2022
Q2 | $43K | Buy |
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|
2022
Q1 | $47K | Hold |
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|
2021
Q4 | $48K | Buy |
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