Beam Wealth 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
Q2 | $2.65M | Buy |
|
|||||
|
2025
Q1 | $2.64M | Buy |
|
|||||
|
2024
Q4 | $2.56M | Buy |
|
|||||
|
2024
Q3 | $2.6M | Buy |
|
|||||
|
2024
Q2 | $2.36M | Sell |
|
|||||
|
2024
Q1 | $2.47M | Buy |
|
|||||
|
2023
Q4 | $2.31M | Sell |
|
|||||
|
2023
Q3 | $2.24M | Buy |
|
|||||
|
2023
Q2 | $2.19M | Buy |
|
|||||
|
2023
Q1 | $2.06M | Buy |
|
|||||
|
2022
Q4 | $1.75M | Buy |
|
|||||
|
2022
Q3 | $1.31M | Buy |
|
|||||
|
2022
Q2 | $1.09M | Sell |
|
|||||
|
2022
Q1 | $1.26M | Sell |
|
|||||
|
2021
Q4 | $1.36M | Buy |
|
|||||
|
2021
Q3 | $1.08M | Buy |
|
|||||
|
2021
Q2 | $1.02M | Buy |
|
|||||
|
2021
Q1 | $787K | Buy |
|
|||||
|
2020
Q4 | $516K | Buy |
|
|||||
|
2020
Q3 | $343K | Buy |
|
|||||
|
2020
Q2 | $247K | Sell |
|
|||||
|
2020
Q1 | $252K | Buy |
|
|||||
|
2019
Q4 | $259K | Buy |
|