Intergy Private Wealth’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
Q3 | $27.9M | Buy |
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|
2025
Q2 | $26.3M | Buy |
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|
2025
Q1 | $27.2M | Buy |
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|
2024
Q4 | $26.1M | Buy |
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|
2024
Q3 | $26.1M | Buy |
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|
2024
Q2 | $23.6M | Buy |
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|
2024
Q1 | $23.3M | Buy |
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|
2023
Q4 | $21.1M | Buy |
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|
2023
Q3 | $18.7M | Buy |
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|
2023
Q2 | $18.4M | Buy |
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|
2023
Q1 | $16.8M | Sell |
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|
2022
Q4 | $17.6M | Buy |
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|
2022
Q3 | $14.2M | Buy |
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|
2022
Q2 | $14.7M | Buy |
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|
2022
Q1 | $14.9M | Buy |
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|
2021
Q4 | $3.93M | Buy |
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