Cary Street Partners Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.1K | Hold |
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|
2025
Q1 | $51.8K | Hold |
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|
2024
Q4 | $50.7K | Sell |
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|
2024
Q3 | $6.84M | Buy |
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|
2024
Q2 | $6.26M | Sell |
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|
2024
Q1 | $7.29M | Sell |
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|
2023
Q4 | $6.88M | Buy |
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|
2023
Q3 | $6.32M | Sell |
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|
2023
Q2 | $6.64M | Buy |
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|
2023
Q1 | $6.46M | Sell |
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|
2022
Q4 | $6.7M | Sell |
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|
2022
Q3 | $5.93M | Buy |
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|
2022
Q2 | $5.97M | Buy |
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|
2022
Q1 | $1.36M | Buy |
|