Focus Partners Advisor Solutions’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 | $33.9M | Sell |
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|
2025
Q1 | $40.8M | Sell |
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|
2024
Q4 | $39.9M | Buy |
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|
2024
Q3 | $11M | Buy |
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|
2024
Q2 | $9.67M | Buy |
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|
2024
Q1 | $9.59M | Buy |
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|
2023
Q4 | $3.8M | Buy |
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|
2023
Q3 | $3.07M | Buy |
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|
2023
Q2 | $2.87M | Buy |
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|
2023
Q1 | $1.36M | Buy |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $466K | Buy |
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|
2022
Q2 | $387K | Buy |
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|
2022
Q1 | $308K | Buy |
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