Beaumont 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 | $903K | Sell |
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|
2025
Q2 | $890K | Sell |
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|
2025
Q1 | $946K | Sell |
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|
2024
Q4 | $928K | Sell |
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|
2024
Q3 | $992K | Sell |
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|
2024
Q2 | $986K | Sell |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $997K | Sell |
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|
2023
Q3 | $929K | Sell |
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|
2023
Q2 | $965K | Sell |
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|
2023
Q1 | $980K | Sell |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $878K | Sell |
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|
2022
Q1 | $971K | Buy |
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|
2021
Q4 | $988K | Sell |
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|
2021
Q3 | $916K | Sell |
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|
2021
Q2 | $1M | Buy |
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|
2021
Q1 | $916K | Sell |
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|
2020
Q4 | $849K | Sell |
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|
2020
Q3 | $979K | Sell |
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|
2020
Q2 | $935K | Buy |
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|
2020
Q1 | $596K | Buy |
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|
2019
Q4 | $765K | Buy |
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|
2019
Q3 | $527K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $436K | Hold |
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|
2016
Q4 | $426K | Buy |
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|
2016
Q3 | $386K | Buy |
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|
2016
Q2 | $294K | Buy |
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