Certified Advisory Corp’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 | $9.4M | Sell |
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|
2025
Q1 | $15.9M | Sell |
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|
2024
Q4 | $19.7M | Buy |
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|
2024
Q3 | $20.3M | Buy |
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|
2024
Q2 | $18.6M | Buy |
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|
2024
Q1 | $18.3M | Buy |
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|
2023
Q4 | $14.2M | Sell |
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|
2023
Q3 | $17.9M | Buy |
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|
2023
Q2 | $17.4M | Sell |
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|
2023
Q1 | $18.3M | Buy |
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|
2022
Q4 | $16.9M | Buy |
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|
2022
Q3 | $14.6M | Buy |
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|
2022
Q2 | $14.4M | Buy |
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|
2022
Q1 | $13.8M | Buy |
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|
2021
Q4 | $10.2M | Buy |
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|
2021
Q3 | $8.39M | Buy |
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|
2021
Q2 | $6.66M | Buy |
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|
2021
Q1 | $4.8M | Buy |
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|
2020
Q2 | $22K | Buy |
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|
2020
Q1 | $19K | Buy |
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|
2019
Q4 | $25K | Buy |
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|
2019
Q3 | $23K | Buy |
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|
2019
Q2 | $22K | Hold |
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|
2019
Q1 | $22K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $30K | Buy |
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|
2018
Q2 | $28K | Buy |
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|
2018
Q1 | $27K | Buy |
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|
2017
Q4 | $27K | Buy |
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