BA
Bellwether 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 | $98.6K | Hold |
3,720
| – | – | 0.02% | 174 |
|
|
2025
Q1 | $104K | Hold |
3,720
| – | – | 0.02% | 164 |
|
|
2024
Q4 | $102K | Buy |
+3,720
| New | +$102K | 0.02% | 179 |
|
|
2023
Q2 | – | Sell |
-401
| Closed | -$29.3K | – | 379 |
|
|
2023
Q1 | $29.3K | Hold |
401
| – | – | 0.01% | 218 |
|
|
2022
Q4 | $30.3K | Hold |
401
| – | – | 0.01% | 218 |
|
|
2022
Q3 | $26K | Hold |
401
| – | – | 0.01% | 203 |
|
|
2022
Q2 | $28K | Sell |
401
-98
| -20% | -$6.84K | 0.01% | 196 |
|
|
2022
Q1 | $39K | Hold |
499
| – | – | 0.01% | 209 |
|
|
2021
Q4 | $40K | Hold |
499
| – | – | 0.01% | 211 |
|
|
2021
Q3 | $37K | Buy |
499
+401
| +409% | +$29.7K | 0.01% | 216 |
|
|
2021
Q2 | $7K | Hold |
98
| – | – | ﹤0.01% | 292 |
|
|
2021
Q1 | $7K | Hold |
98
| – | – | ﹤0.01% | 279 |
|
|
2020
Q4 | $6K | Buy |
+98
| New | +$6K | ﹤0.01% | 261 |
|