Great Valley Advisor 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 | $23.6M | Sell |
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|
2025
Q1 | $25.4M | Buy |
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|
2024
Q4 | $23.3M | Buy |
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|
2024
Q3 | $21.9M | Buy |
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|
2024
Q2 | $17.8M | Buy |
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|
2024
Q1 | $15.9M | Sell |
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|
2023
Q4 | $15.2M | Sell |
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|
2023
Q3 | $14.2M | Buy |
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|
2023
Q2 | $7.79M | Buy |
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|
2023
Q1 | $6.17M | Sell |
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|
2022
Q4 | $8.58M | Buy |
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|
2022
Q3 | $1.06M | Sell |
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|
2022
Q2 | $1.2M | Buy |
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|
2022
Q1 | $702K | Buy |
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|
2021
Q4 | $644K | Buy |
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|
2021
Q3 | $558K | Sell |
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|
2021
Q2 | $587K | Buy |
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|
2021
Q1 | $437K | Sell |
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|
2020
Q4 | $494K | Sell |
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|
2020
Q3 | $441K | Sell |
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|
2020
Q2 | $518K | Sell |
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|
2020
Q1 | $643K | Sell |
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|
2019
Q4 | $996K | Buy |
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|
2019
Q3 | $804K | Sell |
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|
2019
Q2 | $819K | Sell |
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|
2019
Q1 | $974K | Buy |
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