Garden State Investment Advisory Services’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 | $4.56M | Sell |
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|
2025
Q1 | $6.97M | Sell |
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|
2024
Q4 | $9.57M | Buy |
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|
2024
Q3 | $9.68M | Sell |
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|
2024
Q2 | $9.12M | Buy |
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|
2024
Q1 | $9.31M | Buy |
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|
2023
Q4 | $8.61M | Buy |
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|
2023
Q3 | $7.8M | Sell |
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|
2023
Q2 | $8.16M | Buy |
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|
2023
Q1 | $8.03M | Sell |
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|
2022
Q4 | $9.09M | Buy |
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