Centerpoint 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 | $479K | Buy |
|
|||||
|
2025
Q2 | $464K | Buy |
|
|||||
|
2025
Q1 | $489K | Buy |
|
|||||
|
2024
Q4 | $468K | Sell |
|
|||||
|
2024
Q3 | $486K | Hold |
|
|||||
|
2024
Q2 | $447K | Sell |
|
|||||
|
2024
Q1 | $480K | Sell |
|
|||||
|
2023
Q4 | $774K | Buy |
|
|||||
|
2023
Q3 | $711K | Buy |
|
|||||
|
2023
Q2 | $724K | Buy |
|
|||||
|
2023
Q1 | $719K | Buy |
|
|||||
|
2022
Q4 | $738K | Buy |
|
|||||
|
2022
Q3 | $628K | Buy |
|
|||||
|
2022
Q2 | $609K | Buy |
|
|||||
|
2022
Q1 | $200K | Buy |
|
|||||
|
2021
Q4 | $70K | Buy |
|
|||||
|
2021
Q3 | $16K | Buy |
|
|||||
|
2021
Q2 | $0 | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $12K | Buy |
|