Fairfield Financial 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 | $462K | Buy |
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|
2025
Q2 | $318K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $42.4K | Buy |
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|
2024
Q3 | $43.4K | Buy |
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|
2024
Q2 | $39.1K | Buy |
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|
2023
Q4 | $119K | Buy |
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|
2023
Q3 | $110K | Buy |
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|
2023
Q2 | $113K | Buy |
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|
2023
Q1 | $112K | Sell |
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|
2022
Q4 | $155K | Buy |
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|
2022
Q3 | $136K | Buy |
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|
2022
Q2 | $146K | Buy |
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|
2022
Q1 | $36.9K | Buy |
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