Fiduciary Alliance’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 | $8.98M | Sell |
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|
2025
Q2 | $8.81M | Sell |
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|
2025
Q1 | $14.2M | Buy |
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|
2024
Q4 | $11.8M | Buy |
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|
2024
Q3 | $9.64M | Buy |
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|
2024
Q2 | $5.02M | Buy |
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|
2024
Q1 | $4.92M | Buy |
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|
2023
Q4 | $3.25M | Buy |
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|
2023
Q3 | $830K | Buy |
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|
2023
Q2 | $104K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $58K | Buy |
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