Key Client Fiduciary 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
Q4 | $620K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $603K | Sell |
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|
2023
Q4 | $585K | Sell |
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|
2023
Q3 | $551K | Buy |
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|
2023
Q2 | $417K | Buy |
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|
2023
Q1 | $407K | Buy |
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|
2022
Q4 | $342K | Sell |
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|
2022
Q3 | $358K | Buy |
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|
2022
Q2 | $342K | Sell |
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|
2022
Q1 | $414K | Buy |
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|
2021
Q4 | $349K | Buy |
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