Fermata 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 | $2.26M | Buy |
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|
2025
Q2 | $2.14M | Sell |
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|
2025
Q1 | $2.6M | Buy |
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|
2024
Q4 | $2.4M | Buy |
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|
2024
Q3 | $2.17M | Sell |
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|
2024
Q2 | $7.56M | Buy |
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|
2024
Q1 | $7.69M | Buy |
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|
2023
Q4 | $6.15M | Buy |
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|
2023
Q3 | $4.17M | Buy |
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|
2023
Q2 | $244K | Sell |
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|
2023
Q1 | $1.38M | Sell |
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|
2022
Q4 | $17.6M | Buy |
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