HHM Wealth 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 | $138M | Buy |
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|
2025
Q1 | $139M | Buy |
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|
2024
Q4 | $133M | Buy |
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|
2024
Q3 | $134M | Buy |
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|
2024
Q2 | $119M | Buy |
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|
2024
Q1 | $120M | Sell |
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|
2023
Q4 | $114M | Buy |
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|
2023
Q3 | $102M | Buy |
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|
2023
Q2 | $100M | Buy |
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|
2023
Q1 | $98.3M | Buy |
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|
2022
Q4 | $97.2M | Buy |
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|
2022
Q3 | $83M | Buy |
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|
2022
Q2 | $85.3M | Buy |
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|
2022
Q1 | $88.6M | Buy |
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|
2021
Q4 | $81.5M | Buy |
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|
2021
Q3 | $72.5M | Buy |
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|
2021
Q2 | $72.9M | Buy |
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|
2021
Q1 | $66.4M | Buy |
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|
2020
Q4 | $56.6M | Buy |
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|
2020
Q3 | $47.9M | Buy |
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|
2020
Q2 | $44.7M | Buy |
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|
2020
Q1 | $37.1M | Buy |
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|
2019
Q4 | $39.8M | Buy |
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|
2019
Q3 | $34.5M | Buy |
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|
2019
Q2 | $30.6M | Buy |
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|
2019
Q1 | $27.3M | Buy |
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|
2018
Q4 | $24.1M | Buy |
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