Clearstead 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 | $8.46M | Buy |
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|
2025
Q2 | $7.63M | Buy |
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|
2025
Q1 | $7.76M | Buy |
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|
2024
Q4 | $6.87M | Sell |
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|
2024
Q3 | $7.12M | Buy |
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|
2024
Q2 | $5.56M | Buy |
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|
2024
Q1 | $5.01M | Sell |
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|
2023
Q4 | $5.49M | Buy |
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|
2023
Q3 | $2.34M | Buy |
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|
2023
Q2 | $711K | Buy |
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|
2023
Q1 | $705K | Sell |
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|
2022
Q4 | $912K | Buy |
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|
2022
Q3 | $640K | Buy |
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|
2022
Q2 | $300K | Sell |
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|
2022
Q1 | $470K | Buy |
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|
2021
Q4 | $410K | Buy |
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|
2021
Q3 | $193K | Buy |
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|
2021
Q2 | $195K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $6K | Buy |
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