FRG Family Wealth 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
Q2 | $9.41M | Buy |
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|
2025
Q1 | $9.9M | Buy |
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|
2024
Q4 | $9.65M | Sell |
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|
2024
Q3 | $10.6M | Sell |
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|
2024
Q2 | $10.3M | Buy |
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|
2024
Q1 | $9.89M | Sell |
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|
2023
Q4 | $10.7M | Sell |
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|
2023
Q3 | $10.8M | Sell |
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|
2023
Q2 | $11.2M | Sell |
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|
2023
Q1 | $11.5M | Buy |
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|
2022
Q4 | $11.8M | Sell |
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|
2022
Q3 | $10.6M | Sell |
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|
2022
Q2 | $11.5M | Buy |
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|
2022
Q1 | $12M | Buy |
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|
2021
Q4 | $11.6M | Buy |
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|
2021
Q3 | $9.55M | Sell |
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|
2021
Q2 | $9.85M | Buy |
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|
2021
Q1 | $8.72M | Sell |
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|
2020
Q4 | $7.7M | Buy |
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|
2020
Q3 | $6.57M | Sell |
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|
2020
Q2 | $6.97M | Sell |
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|
2020
Q1 | $6.51M | Sell |
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|
2019
Q4 | $8.98M | Buy |
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|
2019
Q3 | $6.06M | Buy |
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|
2019
Q2 | $4.98M | Buy |
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|
2019
Q1 | $2.76M | Buy |
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|
2018
Q4 | $1.43M | Buy |
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|
2018
Q3 | $1.3M | Buy |
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|
2018
Q2 | $1.17M | Buy |
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|
2018
Q1 | $1.11M | Buy |
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|
2017
Q4 | $1.07M | Buy |
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|
2017
Q3 | $931K | Sell |
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|
2017
Q2 | $933K | Buy |
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|
2017
Q1 | $690K | Hold |
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|
2016
Q4 | $674K | Buy |
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|
2016
Q3 | $617K | Hold |
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|
2016
Q2 | $604K | Hold |
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|
2016
Q1 | $585K | Hold |
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|
2015
Q4 | $562K | Buy |
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