Kellett Wealth 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 | $5.72M | Buy |
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|
2025
Q2 | $5.13M | Buy |
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|
2025
Q1 | $5.1M | Buy |
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|
2024
Q4 | $4.83M | Sell |
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|
2024
Q3 | $5.24M | Sell |
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|
2024
Q2 | $4.93M | Sell |
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|
2024
Q1 | $7.07M | Sell |
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|
2023
Q4 | $9.04M | Sell |
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|
2023
Q3 | $29.4M | Sell |
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|
2023
Q2 | $32.3M | Sell |
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|
2023
Q1 | $33.4M | Buy |
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|
2022
Q4 | $34.2M | Buy |
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|
2022
Q3 | $32.9M | Buy |
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|
2022
Q2 | $30.1M | Buy |
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|
2022
Q1 | $32.1M | Buy |
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|
2021
Q4 | $27.6M | Buy |
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