Heck Capital 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 | – | Sell |
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|
2025
Q1 | $2.74M | Buy |
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|
2024
Q4 | $2.08M | Buy |
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|
2024
Q3 | $2.14M | Sell |
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|
2024
Q2 | $1.98M | Sell |
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|
2024
Q1 | $2.06M | Sell |
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|
2023
Q4 | $1.95M | Sell |
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|
2023
Q3 | $3.53M | Sell |
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|
2023
Q2 | $7.46M | Sell |
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|
2023
Q1 | $14.7M | Buy |
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|
2022
Q4 | $15.1M | Sell |
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|
2022
Q3 | $13.5M | Buy |
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|
2022
Q2 | $14.2M | Buy |
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|
2022
Q1 | $14M | Buy |
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