Global Wealth Strategies & Associates’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 | $43.6K | Sell |
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|
2025
Q2 | $59.1K | Hold |
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|
2025
Q1 | $62.4K | Hold |
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|
2024
Q4 | $60.9K | Buy |
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|
2024
Q3 | $60K | Hold |
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|
2024
Q2 | $55.2K | Sell |
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|
2024
Q1 | $58.9K | Buy |
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|
2023
Q4 | $54.1K | Buy |
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|
2023
Q3 | $7.8K | Hold |
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|
2023
Q2 | $8.01K | Hold |
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|
2023
Q1 | $8.07K | Hold |
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|
2022
Q4 | $8.33K | Buy |
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