GM Advisory Group’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 | $4.39M | Sell |
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|
2025
Q1 | $5.38M | Buy |
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|
2024
Q4 | $4.9M | Buy |
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|
2024
Q3 | $4.2M | Buy |
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|
2024
Q2 | $2.41M | Sell |
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|
2024
Q1 | $2.95M | Buy |
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|
2023
Q4 | $931K | Buy |
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|
2023
Q3 | $231K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $469K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $220K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $379K | Buy |
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