CA
Crewe 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 | $2.53M | Buy |
95,571
+6,636
| +7% | +$176K | 0.36% | 38 |
|
|
2025
Q1 | $2.49M | Buy |
88,935
+494
| +0.6% | +$13.8K | 0.35% | 35 |
|
|
2024
Q4 | $2.42M | Buy |
88,441
+58,098
| +191% | +$1.59M | 0.33% | 36 |
|
|
2024
Q3 | $2.56M | Buy |
30,343
+889
| +3% | +$75.1K | 0.3% | 38 |
|
|
2024
Q2 | $2.29M | Buy |
29,454
+486
| +2% | +$37.8K | 0.26% | 46 |
|
|
2024
Q1 | $2.34M | Sell |
28,968
-4,791
| -14% | -$386K | 0.27% | 43 |
|
|
2023
Q4 | $2.57M | Buy |
33,759
+1,849
| +6% | +$141K | 0.41% | 27 |
|
|
2023
Q3 | $2.26M | Buy |
31,910
+1,222
| +4% | +$86.5K | 0.39% | 27 |
|
|
2023
Q2 | $2.23M | Sell |
30,688
-1,894
| -6% | -$138K | 0.31% | 38 |
|
|
2023
Q1 | $2.38M | Sell |
32,582
-1,929
| -6% | -$141K | 0.35% | 36 |
|
|
2022
Q4 | $2.61M | Buy |
34,511
+13,707
| +66% | +$1.04M | 0.41% | 35 |
|
|
2022
Q3 | $1.38M | Buy |
20,804
+16,698
| +407% | +$1.11M | 0.25% | 39 |
|
|
2022
Q2 | $294K | Buy |
4,106
+3,639
| +779% | +$261K | 0.06% | 94 |
|
|
2022
Q1 | $37K | Buy |
+467
| New | +$37K | 0.01% | 251 |
|