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Fiducient Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
69,347
+3,353
| +5% | +$88.9K | 0.22% | 56 |
|
|
2025
Q1 | $1.85M | Buy |
65,994
+260
| +0.4% | +$7.27K | 0.23% | 48 |
|
|
2024
Q4 | $1.8M | Buy |
65,734
+43,145
| +191% | +$1.18M | 0.22% | 42 |
|
|
2024
Q3 | $1.91M | Buy |
22,589
+6,177
| +38% | +$522K | 0.22% | 42 |
|
|
2024
Q2 | $1.29M | Buy |
16,412
+10,542
| +180% | +$826K | 0.18% | 49 |
|
|
2024
Q1 | $473K | Buy |
+5,870
| New | +$473K | 0.09% | 86 |
|
|
2023
Q1 | – | Sell |
-3,920
| Closed | -$296K | – | 141 |
|
|
2022
Q4 | $296K | Buy |
+3,920
| New | +$296K | 0.09% | 140 |
|
|
2022
Q3 | – | Sell |
-3,920
| Closed | -$281K | – | 80 |
|
|
2022
Q2 | $281K | Buy |
+3,920
| New | +$281K | 0.11% | 72 |
|