HCR Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

HCR Wealth Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$239K	Buy
2025 Q2	$210K	Buy
2025 Q1	$201K	Buy
2024 Q4	–	Sell
2024 Q3	$200K	Buy
2021 Q1	–	Sell
2020 Q4	$4K	Sell
2020 Q3	$18K	Hold
2020 Q2	$17K	Buy
2020 Q1	$14K	Hold
2019 Q4	$19K	Buy