Capital Asset Advisory Services’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 | $14.1M | Buy |
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|
2025
Q2 | $13.8M | Buy |
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|
2025
Q1 | $14.2M | Sell |
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|
2024
Q4 | $14M | Buy |
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|
2024
Q3 | $14.2M | Buy |
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|
2024
Q2 | $12.7M | Buy |
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|
2024
Q1 | $12.2M | Buy |
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|
2023
Q4 | $11.1M | Buy |
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|
2023
Q3 | $9.97M | Buy |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $1.16M | Sell |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $882K | Buy |
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|
2022
Q2 | $883K | Buy |
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|
2022
Q1 | $934K | Buy |
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|
2021
Q4 | $156K | Sell |
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|
2021
Q3 | $459K | Sell |
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|
2021
Q2 | $489K | Buy |
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|
2021
Q1 | $465K | Sell |
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|
2020
Q4 | $410K | Buy |
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|
2020
Q3 | $320K | Hold |
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|
2020
Q2 | $331K | Buy |
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|
2020
Q1 | $154K | Buy |
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|
2019
Q4 | $89K | Buy |
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