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Freestate 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 | $2.31M | Buy |
87,219
+4,969
| +6% | +$132K | 2.06% | 10 |
|
|
2025
Q1 | $2.3M | Buy |
82,250
+19,842
| +32% | +$555K | 2.28% | 10 |
|
|
2024
Q4 | $1.7M | Buy |
62,408
+42,251
| +210% | +$1.15M | 1.76% | 11 |
|
|
2024
Q3 | $1.7M | Buy |
+20,157
| New | +$1.7M | 1.77% | 10 |
|