FLC Capital 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 | $4.72M | Sell |
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|
2025
Q2 | $4.62M | Sell |
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|
2025
Q1 | $5.02M | Sell |
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|
2024
Q4 | $5.11M | Sell |
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|
2024
Q3 | $5.37M | Sell |
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|
2024
Q2 | $4.97M | Buy |
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|
2024
Q1 | $5.13M | Sell |
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|
2023
Q4 | $4.93M | Sell |
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|
2023
Q3 | $4.75M | Sell |
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|
2023
Q2 | $5M | Sell |
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|
2023
Q1 | $5.22M | Sell |
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|
2022
Q4 | $5.63M | Sell |
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|
2022
Q3 | $5.02M | Sell |
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|
2022
Q2 | $5.8M | Sell |
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|
2022
Q1 | $6.49M | Sell |
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|
2021
Q4 | $6.75M | Sell |
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|
2021
Q3 | $6.21M | Sell |
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|
2021
Q2 | $6.33M | Sell |
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|
2021
Q1 | $6.18M | Sell |
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|
2020
Q4 | $6.08M | Sell |
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|
2020
Q3 | $5.56M | Sell |
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|
2020
Q2 | $8.09M | Sell |
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|
2020
Q1 | $14.7M | Sell |
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|
2019
Q4 | $20.5M | Buy |
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|
2019
Q3 | $19M | Buy |
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|
2019
Q2 | $17.5M | Buy |
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|
2019
Q1 | $16.7M | Buy |
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|
2018
Q4 | $10.5M | Buy |
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