J.W. Cole Advisors’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 | $5.4M | Sell |
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|
2025
Q2 | $5.71M | Sell |
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|
2025
Q1 | $7.22M | Buy |
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|
2024
Q4 | $6.11M | Buy |
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|
2024
Q3 | $4.89M | Buy |
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|
2024
Q2 | $3.69M | Sell |
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|
2024
Q1 | $4.12M | Buy |
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|
2023
Q4 | $3.77M | Buy |
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|
2023
Q3 | $3.41M | Sell |
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|
2023
Q2 | $4.48M | Sell |
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|
2023
Q1 | $6.53M | Buy |
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|
2022
Q4 | $5.52M | Sell |
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|
2022
Q3 | $4.95M | Buy |
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|
2022
Q2 | $4.14M | Buy |
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|
2022
Q1 | $1.72M | Sell |
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|
2021
Q4 | $3.39M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.38M | Buy |
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|
2021
Q1 | $743K | Sell |
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|
2020
Q4 | $654K | Sell |
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|
2020
Q3 | $635K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $573K | Buy |
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