Harbor Advisory Corp’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 | $233K | Sell |
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|
2025
Q2 | $271K | Hold |
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|
2025
Q1 | $286K | Hold |
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|
2024
Q4 | $279K | Hold |
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|
2024
Q3 | $288K | Hold |
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|
2024
Q2 | $265K | Hold |
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|
2024
Q1 | $275K | Hold |
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|
2023
Q4 | $260K | Hold |
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|
2023
Q3 | $241K | Hold |
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $266K | Hold |
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|
2022
Q4 | $274K | Hold |
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|
2022
Q3 | $241K | Hold |
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|
2022
Q2 | $260K | Hold |
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|
2022
Q1 | $286K | Hold |
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|
2021
Q4 | $293K | Hold |
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|
2021
Q3 | $270K | Buy |
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|
2021
Q2 | $271K | Hold |
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|
2021
Q1 | $261K | Buy |
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