IA
IFP Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Buy |
812,290
+28,541
| +4% | +$756K | 0.61% | 27 |
|
|
2025
Q1 | $21.9M | Buy |
783,749
+30,935
| +4% | +$865K | 0.68% | 20 |
|
|
2024
Q4 | $20.6M | Buy |
752,814
+524,122
| +229% | +$14.3M | 0.67% | 24 |
|
|
2024
Q3 | $19.3M | Buy |
228,692
+40,732
| +22% | +$3.44M | 0.7% | 24 |
|
|
2024
Q2 | $14.6M | Buy |
187,960
+20,986
| +13% | +$1.63M | 0.58% | 33 |
|
|
2024
Q1 | $13.5M | Buy |
166,974
+51,836
| +45% | +$4.18M | 0.59% | 36 |
|
|
2023
Q4 | $8.77M | Sell |
115,138
-27,417
| -19% | -$2.09M | 0.41% | 52 |
|
|
2023
Q3 | $10.1M | Sell |
142,555
-12,780
| -8% | -$904K | 0.45% | 47 |
|
|
2023
Q2 | $11.3M | Sell |
155,335
-65,265
| -30% | -$4.74M | 0.47% | 41 |
|
|
2023
Q1 | $11M | Sell |
220,600
-134,770
| -38% | -$6.71M | 0.48% | 40 |
|
|
2022
Q4 | $17.7M | Buy |
355,370
+18,565
| +6% | +$926K | 0.47% | 31 |
|
|
2022
Q3 | $16.8M | Buy |
336,805
+28,839
| +9% | +$1.44M | 0.44% | 32 |
|
|
2022
Q2 | $15.4M | Hold |
307,966
| – | – | 0.49% | 30 |
|
|
2022
Q1 | $15.4M | Buy |
307,966
+72,681
| +31% | +$3.63M | 0.49% | 30 |
|
|
2021
Q4 | $19M | Buy |
235,285
+9,229
| +4% | +$747K | 0.37% | 28 |
|
|
2021
Q3 | $16.8M | Buy |
226,056
+32,643
| +17% | +$2.43M | 0.34% | 31 |
|
|
2021
Q2 | $14.6M | Buy |
193,413
+70,725
| +58% | +$5.34M | 0.3% | 31 |
|
|
2021
Q1 | $8.95M | Buy |
122,688
+61,028
| +99% | +$4.45M | 0.17% | 54 |
|
|
2020
Q4 | $3.96M | Buy |
61,660
+7,797
| +14% | +$500K | 0.16% | 100 |
|
|
2020
Q3 | $2.98M | Sell |
53,863
-4,472
| -8% | -$248K | 0.18% | 115 |
|
|
2020
Q2 | $2.98M | Sell |
58,335
-8,198
| -12% | -$419K | 0.24% | 85 |
|
|
2020
Q1 | $3.02M | Sell |
66,533
-954
| -1% | -$43.3K | 0.31% | 71 |
|
|
2019
Q4 | $3.92M | Sell |
67,487
-8,352
| -11% | -$486K | 0.29% | 76 |
|
|
2019
Q3 | $4.14M | Buy |
+75,839
| New | +$4.14M | 0.28% | 84 |
|
|
2019
Q1 | $97K | Sell |
1,840
-76,676
| -98% | -$4.04M | 0.01% | 696 |
|
|
2018
Q4 | $3.66M | Buy |
78,516
+4,728
| +6% | +$220K | 0.22% | 99 |
|
|
2018
Q3 | $3.91M | Buy |
73,788
+5,269
| +8% | +$279K | 0.16% | 147 |
|
|
2018
Q2 | $3.38M | Buy |
68,519
+12,680
| +23% | +$625K | 0.14% | 166 |
|
|
2018
Q1 | $2.86M | Hold |
55,839
| – | – | 0.13% | 180 |
|
|
2017
Q4 | $2.86M | Buy |
55,839
+422
| +0.8% | +$21.6K | 0.13% | 179 |
|
|
2017
Q3 | $2.59M | Buy |
55,417
+5,213
| +10% | +$244K | 0.1% | 212 |
|
|
2017
Q2 | $2.26M | Sell |
50,204
-413
| -0.8% | -$18.6K | 0.1% | 233 |
|
|
2017
Q1 | $2.26M | Buy |
50,617
+6,789
| +15% | +$303K | 0.1% | 225 |
|
|
2016
Q4 | $1.91M | Sell |
43,828
-8,625
| -16% | -$376K | 0.09% | 239 |
|
|
2016
Q3 | $2.22M | Sell |
52,453
-622
| -1% | -$26.3K | 0.12% | 194 |
|
|
2016
Q2 | $2.2M | Buy |
53,075
+51,235
| +2,785% | +$2.12M | 0.12% | 188 |
|
|
2016
Q1 | $97K | Sell |
1,840
-42,692
| -96% | -$2.25M | 0.01% | 696 |
|
|
2015
Q4 | $1.72M | Buy |
+44,532
| New | +$1.72M | 0.12% | 190 |
|