FAS Wealth Partners’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 | $992K | Buy |
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|
2025
Q2 | $949K | Buy |
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|
2025
Q1 | $984K | Buy |
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|
2024
Q4 | $953K | Sell |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $931K | Buy |
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|
2024
Q1 | $918K | Sell |
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|
2023
Q4 | $875K | Buy |
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|
2023
Q3 | $806K | Buy |
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|
2023
Q2 | $821K | Sell |
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|
2023
Q1 | $941K | Sell |
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|
2022
Q4 | $980K | Buy |
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|
2022
Q3 | $808K | Buy |
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|
2022
Q2 | $800K | Buy |
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|
2022
Q1 | $810K | Buy |
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|
2021
Q4 | $824K | Sell |
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|
2021
Q3 | $760K | Buy |
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|
2021
Q2 | $768K | Buy |
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|
2021
Q1 | $735K | Buy |
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|
2020
Q4 | $555K | Buy |
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|
2020
Q3 | $431K | Buy |
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|
2020
Q2 | $399K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $268K | Buy |
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