HFG 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
Q4 | – | Sell |
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|
2025
Q3 | $294K | Hold |
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|
2025
Q2 | $285K | Hold |
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|
2025
Q1 | $301K | Hold |
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|
2024
Q4 | $294K | Hold |
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|
2024
Q3 | $303K | Hold |
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|
2024
Q2 | $279K | Hold |
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|
2024
Q1 | $289K | Hold |
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|
2023
Q4 | $273K | Hold |
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|
2023
Q3 | $254K | Hold |
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|
2023
Q2 | $261K | Hold |
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|
2023
Q1 | $263K | Hold |
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|
2022
Q4 | $271K | Hold |
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|
2022
Q3 | $238K | Buy |
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