Exencial 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 | $21M | Sell |
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|
2025
Q2 | $20.6M | Buy |
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|
2025
Q1 | $20.7M | Buy |
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|
2024
Q4 | $20.2M | Buy |
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|
2024
Q3 | $20.6M | Buy |
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|
2024
Q2 | $18.3M | Buy |
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|
2024
Q1 | $18.9M | Buy |
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|
2023
Q4 | $17.5M | Buy |
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|
2023
Q3 | $15.9M | Sell |
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|
2023
Q2 | $17.9M | Buy |
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|
2023
Q1 | $267K | Sell |
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|
2022
Q4 | $291K | Buy |
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|
2022
Q3 | $241K | Buy |
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|
2022
Q2 | $233K | Sell |
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|
2022
Q1 | $288K | Buy |
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|
2021
Q4 | $254K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $238K | Buy |
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|
2021
Q1 | $229K | Buy |
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|
2020
Q4 | $201K | Buy |
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