EverSource Wealth 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
Q3 | $4.28M | Buy |
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|
2025
Q2 | $3.56M | Buy |
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|
2025
Q1 | $3.39M | Sell |
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|
2024
Q4 | $3.45M | Sell |
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|
2024
Q3 | $5.06M | Buy |
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|
2024
Q2 | $4.79M | Buy |
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|
2024
Q1 | $4.26M | Buy |
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|
2023
Q4 | $3.59M | Sell |
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|
2023
Q3 | $3.58M | Sell |
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|
2023
Q2 | $4.03M | Sell |
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|
2023
Q1 | $4.12M | Buy |
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|
2022
Q4 | $3.95M | Sell |
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|
2022
Q3 | $3.56M | Sell |
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|
2022
Q2 | $4.54M | Buy |
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|
2022
Q1 | $3.58M | Buy |
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|
2021
Q4 | $3.01M | Buy |
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