IAN
Integrated Advisors Network’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 | $19.2M | Buy |
723,110
+15,554
| +2% | +$412K | 0.87% | 15 |
|
|
2025
Q1 | $19.8M | Sell |
707,556
-366,477
| -34% | -$10.2M | 1% | 14 |
|
|
2024
Q4 | $29.3M | Buy |
1,074,033
+739,818
| +221% | +$20.2M | 1.4% | 11 |
|
|
2024
Q3 | $28.3M | Sell |
334,215
-17,656
| -5% | -$1.49M | 1.34% | 10 |
|
|
2024
Q2 | $27.4M | Buy |
351,871
+50,140
| +17% | +$3.9M | 1.4% | 10 |
|
|
2024
Q1 | $24.3M | Buy |
301,731
+4,480
| +2% | +$361K | 1.24% | 9 |
|
|
2023
Q4 | $22.6M | Sell |
297,251
-26,749
| -8% | -$2.04M | 1.28% | 9 |
|
|
2023
Q3 | $22.9M | Buy |
324,000
+71,539
| +28% | +$5.06M | 1.4% | 9 |
|
|
2023
Q2 | $18.3M | Sell |
252,461
-92,574
| -27% | -$6.72M | 1.06% | 14 |
|
|
2023
Q1 | $25.2M | Buy |
345,035
+125,482
| +57% | +$9.18M | 1.52% | 7 |
|
|
2022
Q4 | $16.6M | Buy |
219,553
+1,072
| +0.5% | +$81K | 1.07% | 12 |
|
|
2022
Q3 | $14.5M | Sell |
218,481
-25,673
| -11% | -$1.71M | 0.99% | 14 |
|
|
2022
Q2 | $17.5M | Sell |
244,154
-156,236
| -39% | -$11.2M | 1.14% | 11 |
|
|
2022
Q1 | $31.6M | Sell |
400,390
-38,746
| -9% | -$3.06M | 1.85% | 4 |
|
|
2021
Q4 | $35.5M | Sell |
439,136
-93,541
| -18% | -$7.56M | 2.09% | 4 |
|
|
2021
Q3 | $39.5M | Buy |
532,677
+67,250
| +14% | +$4.99M | 2.62% | 3 |
|
|
2021
Q2 | $35.2M | Buy |
465,427
+127,557
| +38% | +$9.65M | 2.59% | 3 |
|
|
2021
Q1 | $24.6M | Buy |
337,870
+215,174
| +175% | +$15.7M | 2.25% | 5 |
|
|
2020
Q4 | $7.87M | Sell |
122,696
-62,350
| -34% | -$4M | 0.86% | 19 |
|
|
2020
Q3 | $10.2M | Buy |
185,046
+111,659
| +152% | +$6.17M | 1.29% | 15 |
|
|
2020
Q2 | $3.8M | Sell |
73,387
-19,255
| -21% | -$997K | 0.45% | 53 |
|
|
2020
Q1 | $4.17M | Buy |
92,642
+14,933
| +19% | +$672K | 0.82% | 27 |
|
|
2019
Q4 | $4.5M | Buy |
+77,709
| New | +$4.5M | 0.61% | 38 |
|