Capital Advisors 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 | $672K | Buy |
|
|||||
|
2025
Q2 | $627K | Buy |
|
|||||
|
2025
Q1 | $638K | Buy |
|
|||||
|
2024
Q4 | $571K | Buy |
|
|||||
|
2024
Q3 | $497K | Buy |
|
|||||
|
2024
Q2 | $366K | Buy |
|
|||||
|
2024
Q1 | $328K | Sell |
|
|||||
|
2023
Q4 | $335K | Sell |
|
|||||
|
2023
Q3 | $314K | Buy |
|
|||||
|
2023
Q2 | $322K | Buy |
|
|||||
|
2023
Q1 | $321K | Sell |
|
|||||
|
2022
Q4 | $377K | Buy |
|
|||||
|
2022
Q3 | $261K | Buy |
|
|||||
|
2022
Q2 | $237K | Buy |
|
|||||
|
2022
Q1 | $202K | Buy |
|