IIA
Integral Investment 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 | $9.26M | Buy |
349,363
+24,405
| +8% | +$647K | 2.64% | 13 |
|
|
2025
Q1 | $9.09M | Buy |
324,958
+12,257
| +4% | +$343K | 2.9% | 13 |
|
|
2024
Q4 | $8.54M | Buy |
312,701
+209,937
| +204% | +$5.74M | 2.77% | 13 |
|
|
2024
Q3 | $8.69M | Buy |
102,764
+6,819
| +7% | +$576K | 2.91% | 12 |
|
|
2024
Q2 | $7.41M | Buy |
95,945
+33,690
| +54% | +$2.6M | 2.73% | 12 |
|
|
2024
Q1 | $4.99M | Buy |
+62,255
| New | +$4.99M | 2.07% | 14 |
|