Clearview Wealth 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
Q2 | $966K | Sell |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1.43M | Sell |
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|
2024
Q3 | $1.81M | Sell |
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|
2024
Q2 | $2.16M | Sell |
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|
2024
Q1 | $4.11M | Buy |
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|
2023
Q4 | $3.6M | Buy |
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|
2023
Q3 | $3.29M | Buy |
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|
2023
Q2 | $3.05M | Sell |
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|
2023
Q1 | $3.63M | Sell |
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|
2022
Q4 | $12.7M | Sell |
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|
2022
Q3 | $14.3M | Buy |
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|
2022
Q2 | $13.9M | Buy |
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|
2022
Q1 | $3.95M | Buy |
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|
2021
Q4 | $296K | Sell |
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|
2021
Q3 | $294K | Sell |
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|
2021
Q2 | $1.2M | Buy |
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|
2021
Q1 | $744K | Buy |
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|
2020
Q4 | $77K | Buy |
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