DAS
Diversify Advisory Services’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 | $911K | Sell |
33,609
-45,664
| -58% | -$1.24M | 0.03% | 352 |
|
|
2025
Q1 | $2.05M | Buy |
79,273
+32,451
| +69% | +$840K | 0.13% | 120 |
|
|
2024
Q4 | $1.26M | Buy |
46,822
+3,534
| +8% | +$95.5K | 0.07% | 198 |
|
|
2024
Q3 | $1.23M | Buy |
43,288
+31,698
| +273% | +$898K | 0.07% | 225 |
|
|
2024
Q2 | $894K | Buy |
11,590
+3,148
| +37% | +$243K | 0.05% | 268 |
|
|
2024
Q1 | $677K | Buy |
+8,442
| New | +$677K | 0.04% | 343 |
|