Herold 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $334K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $526K | Buy |
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|
2025
Q1 | $548K | Sell |
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|
2024
Q4 | $542K | Buy |
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|
2024
Q3 | $553K | Buy |
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|
2024
Q2 | $446K | Buy |
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|
2024
Q1 | $356K | Buy |
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|
2023
Q4 | $254K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $90.7K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $66K | Buy |
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