Golden State Equity Partners’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 | $1.54M | Buy |
|
|||||
|
2025
Q2 | $1.4M | Sell |
|
|||||
|
2025
Q1 | $1.59M | Sell |
|
|||||
|
2024
Q4 | $3.18M | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $2.85M | Buy |
|
|||||
|
2023
Q4 | $3.05M | Buy |
|
|||||
|
2023
Q3 | $2.74M | Buy |
|
|||||
|
2023
Q2 | $2.7M | Buy |
|
|||||
|
2023
Q1 | $1.71M | Buy |
|
|||||
|
2022
Q1 | $952K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $237K | Buy |
|