Investment Advisory Group’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 | $3.14M | Buy |
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|
2025
Q1 | $2.96M | Buy |
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|
2024
Q4 | $2.46M | Buy |
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|
2024
Q3 | $2.09M | Buy |
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|
2024
Q2 | $1.8M | Sell |
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|
2024
Q1 | $1.9M | Sell |
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|
2023
Q4 | $1.84M | Sell |
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|
2023
Q3 | $1.76M | Sell |
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|
2023
Q2 | $1.85M | Buy |
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|
2023
Q1 | $1.77M | Buy |
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|
2022
Q4 | $1.2M | Buy |
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|
2022
Q3 | $543K | Buy |
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|
2022
Q2 | $514K | Buy |
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|
2022
Q1 | $562K | Buy |
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|
2021
Q4 | $560K | Buy |
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