Founders Financial Alliance’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 | $1.8M | Sell |
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|
2025
Q2 | $1.78M | Buy |
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|
2025
Q1 | $1.3M | Buy |
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|
2024
Q4 | $1.23M | Sell |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $562K | Buy |
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|
2023
Q4 | $529K | Sell |
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|
2023
Q3 | $569K | Sell |
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|
2023
Q2 | $620K | Buy |
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|
2023
Q1 | $626K | Buy |
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|
2022
Q4 | $360K | Buy |
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|
2022
Q3 | $315K | Sell |
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|
2022
Q2 | $388K | Buy |
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|
2022
Q1 | $370K | Buy |
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|
2021
Q4 | $370K | Buy |
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|
2021
Q3 | $263K | Buy |
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|
2021
Q2 | $211K | Buy |
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|
2021
Q1 | $211K | Buy |
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