FFA
First Foundation 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 | $408K | Buy |
15,394
+1,597
| +12% | +$42.3K | 0.02% | 258 |
|
|
2025
Q1 | $386K | Buy |
13,797
+1,410
| +11% | +$39.4K | 0.02% | 246 |
|
|
2024
Q4 | $338K | Buy |
12,387
+8,457
| +215% | +$231K | 0.01% | 268 |
|
|
2024
Q3 | $332K | Buy |
3,930
+510
| +15% | +$43.1K | 0.01% | 271 |
|
|
2024
Q2 | $266K | Hold |
3,420
| – | – | 0.01% | 293 |
|
|
2024
Q1 | $276K | Sell |
3,420
-56
| -2% | -$4.52K | 0.01% | 294 |
|
|
2023
Q4 | $265K | Sell |
3,476
-66
| -2% | -$5.02K | 0.01% | 302 |
|
|
2023
Q3 | $251K | Sell |
3,542
-10,478
| -75% | -$741K | 0.01% | 355 |
|
|
2023
Q2 | $1.02M | Buy |
14,020
+263
| +2% | +$19.1K | 0.04% | 175 |
|
|
2023
Q1 | $1.01M | Sell |
13,757
-4,418
| -24% | -$323K | 0.05% | 177 |
|
|
2022
Q4 | $1.37M | Buy |
18,175
+14,900
| +455% | +$1.13M | 0.07% | 159 |
|
|
2022
Q3 | $218K | Buy |
+3,275
| New | +$218K | 0.01% | 337 |
|
|
2020
Q4 | – | Sell |
-4,453
| Closed | -$246K | – | 419 |
|
|
2020
Q3 | $246K | Buy |
4,453
+10
| +0.2% | +$552 | 0.01% | 324 |
|
|
2020
Q2 | $230K | Buy |
+4,443
| New | +$230K | 0.01% | 320 |
|