CoreCap 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 | $13.6M | Buy |
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|
2025
Q1 | $13.5M | Buy |
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|
2024
Q4 | $12.4M | Buy |
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|
2024
Q3 | $12.1M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $8.98M | Buy |
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|
2023
Q4 | $2.42M | Sell |
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|
2023
Q3 | $2.34M | Sell |
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|
2023
Q2 | $2.69M | Buy |
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|
2022
Q4 | $3.1M | Buy |
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|
2022
Q3 | $2.48M | Buy |
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|
2022
Q2 | $2.57M | Sell |
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|
2022
Q1 | $3.07M | Sell |
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|
2021
Q4 | $3.35M | Buy |
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