Dynamic Advisor Solutions’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 | $9.37M | Sell |
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|
2025
Q2 | $9.21M | Buy |
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|
2025
Q1 | $8.87M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $7.47M | Sell |
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|
2024
Q2 | $7.56M | Sell |
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|
2024
Q1 | $9.04M | Buy |
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|
2023
Q4 | $7.98M | Buy |
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|
2023
Q3 | $4.21M | Buy |
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|
2023
Q2 | $4.12M | Buy |
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|
2023
Q1 | $3.88M | Buy |
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|
2022
Q4 | $3.11M | Buy |
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|
2022
Q3 | $1.99M | Buy |
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|
2022
Q2 | $1.88M | Sell |
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|
2022
Q1 | $2.35M | Sell |
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|
2021
Q4 | $2.41M | Buy |
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|
2021
Q3 | $2.05M | Buy |
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|
2021
Q2 | $1.9M | Buy |
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|
2021
Q1 | $1.4M | Buy |
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|
2020
Q4 | $971K | Buy |
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|
2020
Q3 | $565K | Buy |
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