Finer Wealth 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 | $287K | Sell |
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|
2025
Q1 | $358K | Buy |
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|
2024
Q4 | $345K | Sell |
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|
2024
Q3 | $369K | Sell |
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|
2024
Q2 | $355K | Buy |
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|
2024
Q1 | $350K | Sell |
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|
2023
Q4 | $360K | Sell |
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|
2023
Q3 | $335K | Buy |
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|
2023
Q2 | $315K | Sell |
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|
2023
Q1 | $346K | Sell |
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|
2022
Q4 | $380K | Buy |
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|
2022
Q3 | $332K | Buy |
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|
2022
Q2 | $343K | Sell |
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|
2022
Q1 | $387K | Sell |
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|
2021
Q4 | $429K | Buy |
|