Capital Investment 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 | $3.11M | Buy |
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|
2025
Q2 | $2.96M | Sell |
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|
2025
Q1 | $3.25M | Sell |
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|
2024
Q4 | $3.22M | Sell |
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|
2024
Q3 | $3.44M | Sell |
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|
2024
Q2 | $3.22M | Sell |
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|
2024
Q1 | $4.97M | Sell |
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|
2023
Q4 | $4.84M | Buy |
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|
2023
Q3 | $4.46M | Sell |
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|
2023
Q2 | $4.64M | Buy |
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|
2023
Q1 | $4.65M | Buy |
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|
2022
Q4 | $4.68M | Buy |
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|
2022
Q3 | $3.71M | Sell |
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|
2022
Q2 | $4.21M | Buy |
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|
2022
Q1 | $4.28M | Buy |
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|
2021
Q4 | $4.22M | Buy |
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|
2021
Q3 | $1.88M | Buy |
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|
2021
Q2 | $1.8M | Buy |
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|
2021
Q1 | $1.59M | Buy |
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|
2020
Q4 | $1.24M | Buy |
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|
2020
Q3 | $755K | Buy |
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|
2020
Q2 | $672K | Sell |
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|
2020
Q1 | $590K | Buy |
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|
2019
Q4 | $719K | Sell |
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|
2019
Q3 | $774K | Sell |
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|
2019
Q2 | $781K | Sell |
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|
2019
Q1 | $760K | Sell |
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|
2018
Q4 | $688K | Sell |
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|
2018
Q3 | $789K | Buy |
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|
2018
Q2 | $729K | Buy |
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|
2018
Q1 | $697K | Buy |
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|
2017
Q4 | $703K | Sell |
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|
2017
Q3 | $677K | Sell |
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|
2017
Q2 | $787K | Buy |
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|
2017
Q1 | $769K | Buy |
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|
2016
Q4 | $710K | Buy |
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