IAA
Independent Advisor Alliance’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 | $1.57M | Buy |
59,388
+10,870
| +22% | +$288K | 0.05% | 326 |
|
|
2025
Q1 | $1.36M | Sell |
48,518
-1,342,165
| -97% | -$37.5M | 0.04% | 322 |
|
|
2024
Q4 | $38M | Buy |
1,390,683
+1,373,850
| +8,162% | +$37.5M | 0.5% | 36 |
|
|
2024
Q3 | $1.42M | Sell |
16,833
-4,913
| -23% | -$415K | 0.05% | 271 |
|
|
2024
Q2 | $1.69M | Sell |
21,746
-2,349
| -10% | -$183K | 0.06% | 246 |
|
|
2024
Q1 | $1.94M | Buy |
24,095
+3,157
| +15% | +$255K | 0.07% | 223 |
|
|
2023
Q4 | $1.59M | Sell |
20,938
-3,354
| -14% | -$255K | 0.06% | 240 |
|
|
2023
Q3 | $1.72M | Sell |
24,292
-3,888
| -14% | -$275K | 0.08% | 211 |
|
|
2023
Q2 | $2.05M | Sell |
28,180
-7,507
| -21% | -$545K | 0.09% | 187 |
|
|
2023
Q1 | $2.61M | Sell |
35,687
-1,166
| -3% | -$85.3K | 0.13% | 150 |
|
|
2022
Q4 | $2.78M | Buy |
36,853
+1,931
| +6% | +$146K | 0.96% | 18 |
|
|
2022
Q3 | $2.32M | Buy |
+34,922
| New | +$2.32M | 0.14% | 147 |
|
|
2020
Q2 | – | Sell |
-4,524
| Closed | -$203K | – | 518 |
|
|
2020
Q1 | $203K | Sell |
4,524
-130,416
| -97% | -$5.85M | 0.03% | 359 |
|
|
2019
Q4 | $7.82M | Buy |
134,940
+129,466
| +2,365% | +$7.5M | 0.34% | 65 |
|
|
2019
Q3 | $311K | Buy |
+5,474
| New | +$311K | 0.04% | 332 |
|
|
2019
Q2 | – | Sell |
-6,330
| Closed | -$331K | – | 454 |
|
|
2019
Q1 | $331K | Buy |
6,330
+206
| +3% | +$10.8K | 0.05% | 294 |
|
|
2018
Q4 | $307K | Buy |
+6,124
| New | +$307K | 0.05% | 286 |
|
|
2017
Q2 | – | Sell |
-36,665
| Closed | -$1.63M | – | 373 |
|
|
2017
Q1 | $1.63M | Buy |
+36,665
| New | +$1.63M | 0.26% | 116 |
|