CGN 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 | $847K | Buy |
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|
2025
Q2 | $647K | Buy |
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|
2025
Q1 | $611K | Sell |
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|
2024
Q4 | $729K | Sell |
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|
2024
Q3 | $836K | Buy |
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|
2024
Q2 | $691K | Buy |
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|
2024
Q1 | $470K | Buy |
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|
2023
Q4 | $386K | Sell |
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|
2023
Q3 | $636K | Sell |
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|
2023
Q2 | $9.01M | Buy |
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|
2023
Q1 | $8.94M | Buy |
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|
2022
Q4 | $7.93M | Buy |
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|
2022
Q3 | $4.74M | Buy |
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