CWS Financial 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 | $2.68M | Buy |
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|
2025
Q1 | $2.56M | Buy |
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|
2024
Q4 | $2.19M | Buy |
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|
2024
Q3 | $1.94M | Buy |
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|
2024
Q2 | $1.71M | Buy |
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|
2024
Q1 | $1.62M | Buy |
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|
2023
Q4 | $1.44M | Buy |
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|
2023
Q3 | $1.32M | Buy |
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|
2023
Q2 | $990K | Buy |
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|
2023
Q1 | $825K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $208K | Buy |
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