Carson Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $206K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $372K | Sell |
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|
2024
Q2 | $368K | Sell |
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|
2024
Q1 | $392K | Sell |
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|
2023
Q4 | $394K | Sell |
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|
2023
Q3 | $389K | Sell |
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|
2023
Q2 | $467K | Sell |
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|
2023
Q1 | $548K | Buy |
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|
2022
Q4 | $332K | Buy |
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|
2022
Q3 | $265K | Sell |
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|
2022
Q2 | $348K | Buy |
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|
2022
Q1 | $313K | Buy |
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|
2021
Q4 | $282K | Buy |
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