Evolution 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
Q2 | $3.65M | Sell |
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|
2025
Q1 | $5.65M | Buy |
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|
2024
Q4 | $5.52M | Buy |
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|
2024
Q3 | $5.53M | Buy |
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|
2024
Q2 | $5.08M | Sell |
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|
2024
Q1 | $5.36M | Buy |
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|
2023
Q4 | $4.73M | Sell |
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|
2023
Q3 | $4.46M | Buy |
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|
2023
Q2 | $4.42M | Buy |
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|
2023
Q1 | $4.27M | Sell |
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|
2022
Q4 | $4.7M | Buy |
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|
2022
Q3 | $4.1M | Sell |
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|
2022
Q2 | $5.5M | Buy |
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|
2022
Q1 | $5.97M | Buy |
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|
2021
Q4 | $5.9K | Buy |
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|
2021
Q3 | $5.32M | Buy |
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|
2021
Q2 | $4.92M | Sell |
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|
2021
Q1 | $5.66M | Buy |
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|
2020
Q4 | $4.76M | Buy |
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|
2020
Q3 | $1.87M | Buy |
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|
2020
Q2 | $1.18M | Sell |
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|
2020
Q1 | $8.72M | Sell |
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|
2019
Q4 | $13M | Buy |
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