Financial Advocates Investment Management’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
Q2 | – | Sell |
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|
2025
Q1 | $309K | Sell |
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|
2024
Q4 | $408K | Buy |
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|
2024
Q3 | $289K | Buy |
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|
2024
Q2 | $253K | Sell |
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|
2024
Q1 | $384K | Buy |
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|
2023
Q4 | $319K | Sell |
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|
2023
Q3 | $1M | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $4.05M | Buy |
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|
2022
Q3 | $889K | Sell |
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|
2022
Q2 | $1.11M | Sell |
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|
2022
Q1 | $7.42M | Buy |
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|
2021
Q4 | $7.5M | Sell |
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|
2021
Q3 | $6.92M | Sell |
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|
2021
Q2 | $7.13M | Buy |
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|
2021
Q1 | $6.45M | Buy |
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|
2020
Q4 | $4.85M | Buy |
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|
2020
Q3 | $3.74M | Buy |
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|
2020
Q2 | $3.38M | Buy |
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|
2020
Q1 | $2.62M | Sell |
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|
2019
Q4 | $3.39M | Buy |
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|
2019
Q3 | $3.02M | Sell |
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|
2019
Q2 | $2.97M | Buy |
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|
2019
Q1 | $2.52M | Buy |
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|
2018
Q4 | $1.93M | Buy |
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|
2018
Q3 | $1.98M | Buy |
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|
2018
Q2 | $1.83M | Buy |
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|
2018
Q1 | $1.62M | Buy |
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|
2017
Q4 | $1.45M | Buy |
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