Emerald 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 | $3.51M | Buy |
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|
2025
Q1 | $3.54M | Buy |
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|
2024
Q4 | $3.11M | Sell |
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|
2024
Q3 | $3.21M | Buy |
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|
2024
Q2 | $2.76M | Buy |
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|
2024
Q1 | $2.62M | Buy |
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|
2023
Q4 | $2.11M | Sell |
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|
2023
Q3 | $2.13M | Buy |
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|
2023
Q2 | $2.07M | Buy |
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|
2023
Q1 | $1.85M | Buy |
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|
2022
Q4 | $1.69M | Buy |
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|
2022
Q3 | $1.48M | Buy |
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|
2022
Q2 | $1.59M | Buy |
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|
2022
Q1 | $1.71M | Buy |
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|
2021
Q4 | $1.61M | Sell |
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|
2021
Q3 | $2.47M | Buy |
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|
2021
Q2 | $2.32M | Buy |
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|
2021
Q1 | $1.92M | Buy |
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|
2020
Q4 | $1.6M | Buy |
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|
2020
Q3 | $1.31M | Buy |
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|
2020
Q2 | $1.22M | Buy |
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|
2020
Q1 | $1.13M | Buy |
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