Insight Wealth Partners’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 | $951K | Buy |
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|
2025
Q1 | $852K | Sell |
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|
2024
Q4 | $888K | Sell |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $843K | Buy |
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|
2024
Q1 | $764K | Buy |
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|
2023
Q4 | $486K | Buy |
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|
2023
Q3 | $338K | Hold |
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|
2023
Q2 | $347K | Hold |
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|
2023
Q1 | $350K | Hold |
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|
2022
Q4 | $361K | Hold |
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|
2022
Q3 | $318K | Hold |
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|
2022
Q2 | $342K | Hold |
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|
2022
Q1 | $377K | Hold |
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|
2021
Q4 | $386K | Hold |
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|
2021
Q3 | $355K | Hold |
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|
2021
Q2 | $361K | Sell |
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|
2021
Q1 | $358K | Buy |
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