IA
Insight 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 | $5.56M | Buy |
209,795
+15,598
| +8% | +$413K | 0.89% | 18 |
|
|
2025
Q1 | $5.43M | Buy |
194,197
+26,143
| +16% | +$731K | 0.94% | 16 |
|
|
2024
Q4 | $4.58M | Buy |
168,054
+119,192
| +244% | +$3.25M | 0.77% | 21 |
|
|
2024
Q3 | $4.13M | Buy |
48,862
+8,186
| +20% | +$692K | 0.71% | 22 |
|
|
2024
Q2 | $3.16M | Buy |
40,676
+13,367
| +49% | +$1.04M | 0.57% | 27 |
|
|
2024
Q1 | $2.2M | Buy |
27,309
+16,370
| +150% | +$1.32M | 0.42% | 39 |
|
|
2023
Q4 | $833K | Buy |
10,939
+3,583
| +49% | +$273K | 0.18% | 95 |
|
|
2023
Q3 | $521K | Buy |
7,356
+1,160
| +19% | +$82.1K | 0.12% | 130 |
|
|
2023
Q2 | $450K | Buy |
6,196
+861
| +16% | +$62.5K | 0.1% | 154 |
|
|
2023
Q1 | $390K | Buy |
+5,335
| New | +$390K | 0.09% | 183 |
|