CIA
Concurrent Investment 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 | $12.4M | Buy |
466,646
+20,265
| +5% | +$537K | 0.24% | 90 |
|
|
2025
Q1 | $12.5M | Buy |
446,381
+259,146
| +138% | +$7.25M | 0.3% | 69 |
|
|
2024
Q4 | $5.12M | Buy |
187,235
+136,321
| +268% | +$942K | 0.14% | 155 |
|
|
2024
Q3 | $4.3M | Buy |
50,914
+27,140
| +114% | +$2.29M | 0.13% | 169 |
|
|
2024
Q2 | $1.85M | Buy |
23,774
+4,769
| +25% | +$371K | 0.06% | 290 |
|
|
2024
Q1 | $1.53M | Buy |
19,005
+14,614
| +333% | +$1.18M | 0.06% | 288 |
|
|
2023
Q4 | $334K | Buy |
+4,391
| New | +$334K | 0.02% | 613 |
|