FSM 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
Q3 | $705K | Sell |
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|
2025
Q2 | $709K | Buy |
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|
2025
Q1 | $655K | Buy |
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|
2024
Q4 | $650K | Buy |
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|
2024
Q3 | $643K | Hold |
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|
2024
Q2 | $591K | Hold |
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|
2024
Q1 | $613K | Hold |
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|
2023
Q4 | $579K | Hold |
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|
2023
Q3 | $538K | Hold |
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|
2023
Q2 | $557K | Hold |
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|
2023
Q1 | $556K | Hold |
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|
2022
Q4 | $574K | Hold |
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|
2022
Q3 | $505K | Buy |
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