GoalVest Advisory’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 | $398K | Hold |
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|
2025
Q2 | $387K | Hold |
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|
2025
Q1 | $408K | Sell |
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|
2024
Q4 | $410K | Hold |
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|
2024
Q3 | $423K | Hold |
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|
2024
Q2 | $389K | Hold |
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|
2024
Q1 | $404K | Buy |
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|
2023
Q4 | $31.3K | Hold |
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|
2023
Q3 | $29.1K | Hold |
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|
2023
Q2 | $29.8K | Hold |
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|
2023
Q1 | $30.1K | Hold |
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|
2022
Q4 | $31K | Hold |
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|
2022
Q3 | $27K | Hold |
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|
2022
Q2 | $29K | Hold |
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|
2022
Q1 | $32K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $0 | Buy |
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