CPA
Clear Point Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Sell |
27,202
-2,806
| -9% | -$74.4K | 0.61% | 46 |
|
|
2025
Q1 | $839K | Buy |
30,008
+404
| +1% | +$11.3K | 0.75% | 39 |
|
|
2024
Q4 | $809K | Buy |
29,604
+19,782
| +201% | +$540K | 0.69% | 40 |
|
|
2024
Q3 | $830K | Buy |
9,822
+103
| +1% | +$8.71K | 0.64% | 39 |
|
|
2024
Q2 | $756K | Hold |
9,719
| – | – | 0.62% | 41 |
|
|
2024
Q1 | $784K | Buy |
9,719
+99
| +1% | +$7.98K | 0.64% | 42 |
|
|
2023
Q4 | $732K | Buy |
+9,620
| New | +$732K | 0.65% | 40 |
|