HC Advisors’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 | $6.2M | Sell |
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|
2025
Q1 | $6.66M | Sell |
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|
2024
Q4 | $6.56M | Buy |
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|
2024
Q3 | $6.61M | Buy |
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|
2024
Q2 | $5.74M | Sell |
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|
2024
Q1 | $6.16M | Buy |
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|
2023
Q4 | $5.42M | Buy |
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|
2023
Q3 | $5.02M | Buy |
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|
2023
Q2 | $5.08M | Buy |
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|
2023
Q1 | $4.97M | Sell |
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|
2022
Q4 | $5.38M | Sell |
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|
2022
Q3 | $4.75M | Buy |
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|
2022
Q2 | $4.53M | Sell |
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|
2022
Q1 | $5.14M | Sell |
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|
2021
Q4 | $5.28M | Buy |
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|
2021
Q3 | $4.74M | Buy |
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|
2021
Q2 | $4.68M | Sell |
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|
2021
Q1 | $4.66M | Buy |
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|
2020
Q4 | $3.15M | Buy |
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|
2020
Q3 | $2.51M | Sell |
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|
2020
Q2 | $2.41M | Buy |
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|
2020
Q1 | $206K | Buy |
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