Future Financial Wealth Management’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 | $456K | Sell |
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|
2025
Q2 | $5.66M | Sell |
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|
2025
Q1 | $6.08M | Buy |
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|
2024
Q4 | $5.6M | Buy |
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|
2024
Q3 | $5.53M | Buy |
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|
2024
Q2 | $4.82M | Buy |
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|
2024
Q1 | $4.64M | Buy |
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|
2023
Q4 | $3.23M | Buy |
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|
2023
Q3 | $2.97M | Buy |
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|
2023
Q2 | $3.02M | Sell |
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|
2023
Q1 | $3.68M | Buy |
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|
2022
Q4 | $1.56M | Buy |
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|
2022
Q3 | $1M | Buy |
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|
2022
Q2 | $1.09M | Hold |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $879K | Hold |
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|
2021
Q2 | $879K | Buy |
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|
2021
Q1 | $827K | Buy |
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|
2020
Q4 | $653K | Buy |
|