Cardiff Park Advisors’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 | $522K | Buy |
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|
2025
Q2 | $503K | Sell |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $651K | Buy |
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|
2024
Q3 | $297K | Buy |
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|
2024
Q2 | $93K | Buy |
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|
2024
Q1 | $71.8K | Buy |
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|
2023
Q4 | $19.2K | Buy |
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|
2023
Q3 | $17.7K | Buy |
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|
2023
Q2 | $18K | Buy |
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|
2023
Q1 | $1.08K | Sell |
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|
2022
Q4 | $9.05K | Buy |
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|
2022
Q3 | $8K | Buy |
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|
2022
Q2 | $8K | Buy |
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|
2022
Q1 | $7K | Buy |
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|
2021
Q4 | $7K | Buy |
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