High Net Worth Advisory Group’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 | $6.21M | Sell |
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|
2025
Q1 | $6.56M | Sell |
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|
2024
Q4 | $6.41M | Buy |
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|
2024
Q3 | $6.37M | Buy |
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|
2024
Q2 | $5.57M | Buy |
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|
2024
Q1 | $5.45M | Buy |
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|
2023
Q4 | $4.64M | Sell |
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|
2023
Q3 | $4.37M | Buy |
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|
2023
Q2 | $4.42M | Buy |
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|
2023
Q1 | $4.38M | Sell |
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|
2022
Q4 | $4.52M | Buy |
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|
2022
Q3 | $3.97M | Sell |
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|
2022
Q2 | $4.29M | Buy |
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|
2022
Q1 | $4.63M | Buy |
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|
2021
Q4 | $4.69M | Buy |
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