Boyce & Associates Wealth Consulting’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 | $1.03M | Buy |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $988K | Buy |
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|
2024
Q3 | $980K | Buy |
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|
2024
Q2 | $873K | Buy |
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|
2024
Q1 | $844K | Buy |
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|
2023
Q4 | $656K | Buy |
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|
2023
Q3 | $511K | Buy |
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|
2023
Q2 | $422K | Buy |
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|
2023
Q1 | $401K | Buy |
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|
2022
Q4 | $408K | Buy |
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|
2022
Q3 | $331K | Buy |
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|
2022
Q2 | $354K | Buy |
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|
2022
Q1 | $322K | Buy |
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