FSA
Fort Sheridan 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 | $677K | Buy |
25,557
+8,809
| +53% | +$233K | 0.1% | 127 |
|
|
2025
Q1 | $468K | Buy |
16,748
+1,061
| +7% | +$29.7K | 0.07% | 159 |
|
|
2024
Q4 | $429K | Buy |
15,687
+10,918
| +229% | +$298K | 0.06% | 174 |
|
|
2024
Q3 | $403K | Sell |
4,769
-22
| -0.5% | -$1.86K | 0.06% | 176 |
|
|
2024
Q2 | $373K | Buy |
+4,791
| New | +$373K | 0.06% | 179 |
|