Eldridge Investment 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 | $937K | Sell |
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|
2025
Q1 | $3.12M | Buy |
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|
2024
Q4 | $3.01M | Buy |
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|
2024
Q3 | $3.05M | Buy |
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|
2024
Q2 | $2.79M | Sell |
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|
2024
Q1 | $3.01M | Hold |
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|
2023
Q4 | $2.85M | Buy |
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|
2023
Q3 | $716K | Buy |
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|
2023
Q2 | $662K | Sell |
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|
2023
Q1 | $2.04M | Sell |
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|
2022
Q4 | $2.27M | Sell |
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|
2022
Q3 | $2.04M | Sell |
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|
2022
Q2 | $2.48M | Sell |
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|
2022
Q1 | $2.74M | Buy |
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|
2021
Q4 | $2.63M | Sell |
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|
2021
Q3 | $2.47M | Buy |
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|
2021
Q2 | $2.41M | Buy |
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|
2021
Q1 | $1.77M | Buy |
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|
2020
Q4 | $1.09M | Buy |
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|
2020
Q3 | $471K | Buy |
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|
2020
Q2 | $407K | Buy |
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|
2020
Q1 | $331K | Buy |
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