GSIAS
Garden State Investment Advisory Services’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 | $4.56M | Sell |
171,917
-77,151
| -31% | -$2.05M | 1.15% | 18 |
|
|
2025
Q1 | $6.97M | Sell |
249,068
-100,994
| -29% | -$2.83M | 2.23% | 9 |
|
|
2024
Q4 | $9.57M | Buy |
350,062
+235,684
| +206% | +$6.44M | 2.85% | 6 |
|
|
2024
Q3 | $9.68M | Sell |
114,378
-1,581
| -1% | -$134K | 3.1% | 6 |
|
|
2024
Q2 | $9.12M | Buy |
115,959
+612
| +0.5% | +$48.1K | 3.15% | 6 |
|
|
2024
Q1 | $9.31M | Buy |
115,347
+2,291
| +2% | +$185K | 3.41% | 5 |
|
|
2023
Q4 | $8.61M | Buy |
113,056
+2,871
| +3% | +$219K | 3.42% | 5 |
|
|
2023
Q3 | $7.8M | Sell |
110,185
-2,224
| -2% | -$157K | 3.58% | 6 |
|
|
2023
Q2 | $8.16M | Buy |
112,409
+2,651
| +2% | +$193K | 3.21% | 6 |
|
|
2023
Q1 | $8.03M | Sell |
109,758
-10,521
| -9% | -$770K | 3.46% | 3 |
|
|
2022
Q4 | $9.09M | Buy |
+120,279
| New | +$9.09M | 5.38% | 2 |
|