Continuum Advisory’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
$7.28M Sell
2025
Q2
$7.3M Buy
2025
Q1
$7.45M Buy
2024
Q4
$6.76M Sell
2024
Q3
$6.95M Buy
2024
Q2
$5.98M Buy
2024
Q1
$6.06M Buy
2023
Q4
$5.25M Buy
2023
Q3
$3.1M Buy
2023
Q2
$2.59M Buy
2023
Q1
$1.61M Buy
2022
Q4
$226K Buy