Foundations Investment 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 | $3.82M | Sell |
143,973
-499,120
| -78% | -$13.2M | 0.06% | 238 |
|
|
2025
Q1 | $18M | Buy |
643,093
+500,162
| +350% | +$14M | 0.33% | 75 |
|
|
2024
Q4 | $3.9M | Buy |
142,931
+18,680
| +15% | +$510K | 0.08% | 211 |
|
|
2024
Q3 | $3.5M | Sell |
124,251
-4,359
| -3% | -$123K | 0.07% | 211 |
|
|
2024
Q2 | $3.33M | Buy |
128,610
+474
| +0.4% | +$12.3K | 0.08% | 187 |
|
|
2024
Q1 | $3.44M | Sell |
128,136
-160,416
| -56% | -$4.31M | 0.09% | 178 |
|
|
2023
Q4 | $7.41M | Sell |
288,552
-38,973
| -12% | -$1M | 0.2% | 95 |
|
|
2023
Q3 | $7.73M | Sell |
327,525
-43,233
| -12% | -$1.02M | 0.24% | 79 |
|
|
2023
Q2 | $8.97M | Buy |
370,758
+38,172
| +11% | +$924K | 0.3% | 61 |
|
|
2023
Q1 | $8.11M | Buy |
332,586
+264,948
| +392% | +$6.46M | 0.29% | 58 |
|
|
2022
Q4 | $1.7M | Sell |
67,638
-15,492
| -19% | -$390K | 0.07% | 156 |
|
|
2022
Q3 | $1.84M | Buy |
83,130
+17,862
| +27% | +$396K | 0.08% | 106 |
|
|
2022
Q2 | $1.56M | Sell |
65,268
-1,014
| -2% | -$24.3K | 0.07% | 110 |
|
|
2022
Q1 | $1.74M | Buy |
66,282
+1,044
| +2% | +$27.4K | 0.07% | 99 |
|
|
2021
Q4 | $1.78M | Buy |
65,238
+873
| +1% | +$23.8K | 0.07% | 94 |
|
|
2021
Q3 | $1.62M | Sell |
64,365
-192
| -0.3% | -$4.82K | 0.07% | 89 |
|
|
2021
Q2 | $1.64M | Sell |
64,557
-159
| -0.2% | -$4.03K | 0.08% | 82 |
|
|
2021
Q1 | $1.59M | Buy |
+64,716
| New | +$1.59M | 0.09% | 70 |
|