Financial Synergies Wealth 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 | $275K | Buy |
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|
2025
Q2 | $264K | Buy |
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|
2025
Q1 | $274K | Buy |
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|
2024
Q4 | $263K | Buy |
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|
2024
Q3 | $270K | Buy |
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|
2024
Q2 | $244K | Buy |
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|
2024
Q1 | $244K | Buy |
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|
2023
Q4 | $72.9K | Sell |
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|
2023
Q3 | $175K | Buy |
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|
2023
Q2 | $86.9K | Buy |
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|
2023
Q1 | $87.3K | Buy |
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|
2022
Q4 | $72.9K | Buy |
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|
2022
Q3 | $32.6K | Sell |
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|
2022
Q2 | $106K | Buy |
|