Ethos Financial Group’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 | $1.29M | Buy |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $945K | Buy |
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|
2024
Q2 | $845K | Sell |
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|
2024
Q1 | $8.09M | Buy |
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|
2023
Q4 | $7.59M | Buy |
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|
2023
Q3 | $642K | Sell |
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|
2023
Q2 | $776K | Hold |
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|
2023
Q1 | $776K | Buy |
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|
2022
Q4 | $771K | Buy |
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