EA
Evergreen 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 | $38.3M | Buy |
1,444,389
+4,122
| +0.3% | +$109K | 10.14% | 4 |
|
|
2025
Q1 | $40.3M | Sell |
1,440,267
-4,889
| -0.3% | -$137K | 11.18% | 4 |
|
|
2024
Q4 | $39.5M | Buy |
1,445,156
+982,057
| +212% | +$26.8M | 10.79% | 4 |
|
|
2024
Q3 | $39.1M | Buy |
463,099
+17,925
| +4% | +$1.52M | 10.81% | 4 |
|
|
2024
Q2 | $34.6M | Buy |
445,174
+15,909
| +4% | +$1.24M | 10.36% | 4 |
|
|
2024
Q1 | $34.6M | Buy |
429,265
+7,830
| +2% | +$631K | 10.57% | 4 |
|
|
2023
Q4 | $32.1M | Buy |
421,435
+6,287
| +2% | +$479K | 10.41% | 4 |
|
|
2023
Q3 | $29.4M | Buy |
415,148
+3,966
| +1% | +$281K | 10.6% | 4 |
|
|
2023
Q2 | $29.9M | Buy |
411,182
+14,452
| +4% | +$1.05M | 10.55% | 4 |
|
|
2023
Q1 | $29M | Buy |
396,730
+14,907
| +4% | +$1.09M | 10.78% | 4 |
|
|
2022
Q4 | $28.8M | Buy |
+381,823
| New | +$28.8M | 11.45% | 4 |
|