FRA
Front Row 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 | $715K | Buy |
26,992
+2,045
| +8% | +$54.2K | 0.25% | 60 |
|
|
2025
Q1 | $698K | Buy |
24,947
+635
| +3% | +$17.8K | 0.27% | 58 |
|
|
2024
Q4 | $664K | Buy |
24,312
+16,584
| +215% | +$453K | 0.23% | 60 |
|
|
2024
Q3 | $653K | Buy |
7,728
+45
| +0.6% | +$3.8K | 0.23% | 65 |
|
|
2024
Q2 | $604K | Sell |
7,683
-2,156
| -22% | -$169K | 0.21% | 71 |
|
|
2024
Q1 | $793K | Buy |
9,839
+109
| +1% | +$8.79K | 0.29% | 64 |
|
|
2023
Q4 | $741K | Sell |
9,730
-657
| -6% | -$50K | 0.34% | 58 |
|
|
2023
Q3 | $735K | Sell |
10,387
-69
| -0.7% | -$4.88K | 0.34% | 62 |
|
|
2023
Q2 | $759K | Buy |
10,456
+1
| +0% | +$73 | 0.34% | 63 |
|
|
2023
Q1 | $765K | Buy |
10,455
+681
| +7% | +$49.8K | 0.37% | 62 |
|
|
2022
Q4 | $738K | Sell |
9,774
-693
| -7% | -$52.3K | 0.38% | 64 |
|
|
2022
Q3 | $695K | Buy |
10,467
+1
| +0% | +$66 | 0.36% | 68 |
|
|
2022
Q2 | $750K | Buy |
10,466
+1
| +0% | +$72 | 0.37% | 69 |
|
|
2022
Q1 | $826K | Buy |
10,465
+1
| +0% | +$79 | 0.33% | 69 |
|
|
2021
Q4 | $846K | Buy |
10,464
+1
| +0% | +$81 | 0.32% | 71 |
|
|
2021
Q3 | $777K | Buy |
10,463
+1
| +0% | +$74 | 0.33% | 70 |
|
|
2021
Q2 | $800K | Buy |
10,462
+371
| +4% | +$28.4K | 0.33% | 69 |
|
|
2021
Q1 | $736K | Buy |
10,091
+60
| +0.6% | +$4.38K | 0.36% | 63 |
|
|
2020
Q4 | $643K | Buy |
10,031
+331
| +3% | +$21.2K | 0.33% | 68 |
|
|
2020
Q3 | $618K | Buy |
9,700
+401
| +4% | +$25.5K | 0.33% | 70 |
|
|
2020
Q2 | $481K | Buy |
9,299
+866
| +10% | +$44.8K | 0.3% | 74 |
|
|
2020
Q1 | $427K | Buy |
8,433
+4,009
| +91% | +$203K | 0.29% | 79 |
|
|
2019
Q4 | $256K | Buy |
4,424
+1
| +0% | +$58 | 0.17% | 95 |
|
|
2019
Q3 | $242K | Buy |
4,423
+18
| +0.4% | +$985 | 0.17% | 94 |
|
|
2019
Q2 | $236K | Hold |
4,405
| – | – | 0.17% | 95 |
|
|
2019
Q1 | $230K | Buy |
4,405
+30
| +0.7% | +$1.57K | 0.18% | 92 |
|
|
2018
Q4 | $205K | Buy |
4,375
+1
| +0% | +$47 | 0.18% | 94 |
|
|
2018
Q3 | $215 | Buy |
4,374
+1
| +0% | – | 0.15% | 96 |
|
|
2018
Q2 | $223 | Buy |
4,373
+1
| +0% | – | 0.14% | 104 |
|
|
2018
Q1 | $214K | Sell |
4,372
-44
| -1% | -$2.15K | 0.15% | 105 |
|
|
2017
Q4 | $226K | Buy |
+4,416
| New | +$226K | 0.18% | 106 |
|