First Foundation 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
Q2
$408K Buy
2025
Q1
$386K Buy
2024
Q4
$338K Buy
2024
Q3
$332K Buy
2024
Q2
$266K Hold
2024
Q1
$276K Sell
2023
Q4
$265K Sell
2023
Q3
$251K Sell
2023
Q2
$1.02M Buy
2023
Q1
$1.01M Sell
2022
Q4
$1.37M Buy
2022
Q3
$218K Buy
2020
Q4
Sell
2020
Q3
$246K Buy
2020
Q2
$230K Buy