Facet Wealth Inc’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
$664K Buy
2022
Q4
Sell
2022
Q3
$1.19M Sell
2022
Q2
$1.24M Sell
2022
Q1
$1.43M Sell
2021
Q4
$1.54M Sell
2021
Q3
$1.45M Sell
2021
Q2
$1.49M Sell
2021
Q1
$1.68M Sell
2020
Q4
$1.55M Buy