IFG Advisory’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
Q3 | $6.24M | Buy |
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|
2025
Q2 | $3.56M | Buy |
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|
2025
Q1 | $1.49M | Buy |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $874K | Sell |
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|
2024
Q2 | $821K | Sell |
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|
2024
Q1 | $6.04M | Sell |
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|
2023
Q4 | $5.75M | Buy |
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|
2023
Q3 | $4.88M | Buy |
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|
2023
Q2 | $4.82M | Buy |
|
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|
2023
Q1 | $4.78M | Sell |
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|
2022
Q4 | $5.1M | Buy |
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|
2022
Q3 | $3.89M | Buy |
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|
2022
Q2 | $4.02M | Buy |
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|
2022
Q1 | $2.81M | Buy |
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|
2021
Q4 | $2.17M | Buy |
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|
2021
Q3 | $1.9M | Buy |
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|
2021
Q2 | $494K | Sell |
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|
2021
Q1 | $516K | Sell |
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|
2020
Q4 | $503K | Sell |
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|
2020
Q3 | $437K | Buy |
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|
2020
Q2 | $395K | Hold |
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|
2020
Q1 | $343K | Sell |
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|
2019
Q4 | $483K | Buy |
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|
2019
Q3 | $448K | Buy |
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