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GM Advisory Group’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 | $4.39M | Sell |
165,682
-26,899
| -14% | -$713K | 0.22% | 58 |
|
|
2025
Q1 | $5.38M | Buy |
192,581
+13,217
| +7% | +$370K | 0.29% | 50 |
|
|
2024
Q4 | $4.9M | Buy |
179,364
+129,680
| +261% | +$3.54M | 0.27% | 51 |
|
|
2024
Q3 | $4.2M | Buy |
49,684
+18,697
| +60% | +$1.58M | 0.25% | 55 |
|
|
2024
Q2 | $2.41M | Sell |
30,987
-5,600
| -15% | -$435K | 0.16% | 69 |
|
|
2024
Q1 | $2.95M | Buy |
36,587
+24,355
| +199% | +$1.96M | 0.21% | 59 |
|
|
2023
Q4 | $931K | Buy |
12,232
+8,965
| +274% | +$682K | 0.07% | 100 |
|
|
2023
Q3 | $231K | Buy |
+3,267
| New | +$231K | 0.02% | 175 |
|
|
2023
Q2 | – | Sell |
-6,417
| Closed | -$469K | – | 200 |
|
|
2023
Q1 | $469K | Buy |
+6,417
| New | +$469K | 0.04% | 128 |
|
|
2022
Q2 | – | Sell |
-2,790
| Closed | -$220K | – | 197 |
|
|
2022
Q1 | $220K | Buy |
+2,790
| New | +$220K | 0.03% | 174 |
|
|
2021
Q1 | – | Sell |
-5,906
| Closed | -$379K | – | 202 |
|
|
2020
Q4 | $379K | Buy |
+5,906
| New | +$379K | 0.05% | 125 |
|