Foundations Investment 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 | $5.36M | Buy |
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|
2025
Q2 | $3.82M | Sell |
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|
2025
Q1 | $18M | Buy |
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|
2024
Q4 | $3.9M | Buy |
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|
2024
Q3 | $3.5M | Sell |
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|
2024
Q2 | $3.33M | Buy |
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|
2024
Q1 | $3.44M | Sell |
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|
2023
Q4 | $7.41M | Sell |
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|
2023
Q3 | $7.73M | Sell |
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|
2023
Q2 | $8.97M | Buy |
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|
2023
Q1 | $8.11M | Buy |
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|
2022
Q4 | $1.7M | Sell |
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|
2022
Q3 | $1.84M | Buy |
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|
2022
Q2 | $1.56M | Sell |
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|
2022
Q1 | $1.74M | Buy |
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|
2021
Q4 | $1.78M | Buy |
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|
2021
Q3 | $1.62M | Sell |
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|
2021
Q2 | $1.64M | Sell |
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|
2021
Q1 | $1.59M | Buy |
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