EA
Emerald Advisors’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 | $3.51M | Buy |
132,607
+5,975
| +5% | +$158K | 0.45% | 14 |
|
|
2025
Q1 | $3.54M | Buy |
126,632
+12,694
| +11% | +$355K | 0.47% | 13 |
|
|
2024
Q4 | $3.11M | Buy |
113,938
+2,627
| +2% | +$71.8K | 0.43% | 14 |
|
|
2024
Q3 | $3.21M | Buy |
111,311
+75,768
| +213% | +$2.18M | 0.46% | 14 |
|
|
2024
Q2 | $2.76M | Buy |
35,543
+3,105
| +10% | +$241K | 0.42% | 14 |
|
|
2024
Q1 | $2.62M | Buy |
32,438
+4,686
| +17% | +$378K | 0.47% | 14 |
|
|
2023
Q4 | $2.11M | Sell |
27,752
-2,309
| -8% | -$176K | 0.4% | 15 |
|
|
2023
Q3 | $2.13M | Buy |
30,061
+1,550
| +5% | +$110K | 0.49% | 15 |
|
|
2023
Q2 | $2.07M | Buy |
28,511
+3,214
| +13% | +$233K | 0.5% | 15 |
|
|
2023
Q1 | $1.85M | Buy |
25,297
+2,879
| +13% | +$211K | 0.48% | 17 |
|
|
2022
Q4 | $1.69M | Buy |
22,418
+91
| +0.4% | +$6.87K | 0.47% | 15 |
|
|
2022
Q3 | $1.48M | Buy |
22,327
+171
| +0.8% | +$11.4K | 0.43% | 17 |
|
|
2022
Q2 | $1.59M | Buy |
22,156
+426
| +2% | +$30.5K | 0.44% | 18 |
|
|
2022
Q1 | $1.71M | Buy |
21,730
+1,802
| +9% | +$142K | 0.4% | 20 |
|
|
2021
Q4 | $1.61M | Sell |
19,928
-13,330
| -40% | -$1.08M | 0.39% | 20 |
|
|
2021
Q3 | $2.47M | Buy |
33,258
+2,567
| +8% | +$191K | 0.7% | 11 |
|
|
2021
Q2 | $2.32M | Buy |
30,691
+4,324
| +16% | +$327K | 0.72% | 13 |
|
|
2021
Q1 | $1.92M | Buy |
26,367
+1,352
| +5% | +$98.6K | 0.7% | 14 |
|
|
2020
Q4 | $1.6M | Buy |
25,015
+1,290
| +5% | +$82.7K | 0.55% | 17 |
|
|
2020
Q3 | $1.31M | Buy |
23,725
+225
| +1% | +$12.4K | 0.5% | 24 |
|
|
2020
Q2 | $1.22M | Buy |
23,500
+1,187
| +5% | +$61.4K | 0.54% | 23 |
|
|
2020
Q1 | $1.13M | Buy |
+22,313
| New | +$1.13M | 0.51% | 22 |
|