Concord Wealth Partners’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 | $3.48M | Sell |
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|
2025
Q1 | $4.31M | Sell |
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|
2024
Q4 | $4.52M | Sell |
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|
2024
Q3 | $4.87M | Sell |
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|
2024
Q2 | $5.44M | Sell |
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|
2024
Q1 | $6.58M | Sell |
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|
2023
Q4 | $9.62M | Sell |
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|
2023
Q3 | $11.6M | Sell |
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|
2023
Q2 | $15.2M | Buy |
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|
2023
Q1 | $12.3M | Sell |
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|
2022
Q4 | $13.3M | Buy |
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|
2022
Q3 | $10.1M | Buy |
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|
2022
Q2 | $9.05M | Buy |
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|
2022
Q1 | $2.61M | Buy |
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|
2021
Q4 | $2.12M | Buy |
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|
2021
Q3 | $1.54M | Buy |
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|
2021
Q2 | $1.4M | Buy |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $8K | Buy |
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