Kovack 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
Q2 | $1.84M | Buy |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.62M | Buy |
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|
2024
Q3 | $1.52M | Sell |
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|
2024
Q2 | $1.44M | Buy |
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|
2024
Q1 | $1.42M | Buy |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $4.39M | Sell |
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|
2023
Q2 | $9.97M | Sell |
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|
2023
Q1 | $13.4M | Sell |
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|
2022
Q4 | $14M | Sell |
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|
2022
Q3 | $12.3M | Buy |
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|
2022
Q2 | $13.2M | Buy |
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|
2022
Q1 | $10.6M | Buy |
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|
2021
Q4 | $10.5M | Buy |
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|
2021
Q3 | $6.25M | Buy |
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|
2021
Q2 | $5.8M | Buy |
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|
2021
Q1 | $5.5M | Buy |
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|
2020
Q4 | $615K | Sell |
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|
2020
Q3 | $583K | Sell |
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|
2020
Q2 | $547K | Sell |
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|
2020
Q1 | $521K | Sell |
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|
2019
Q4 | $3.29M | Buy |
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|
2019
Q3 | $605K | Sell |
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|
2019
Q2 | $685K | Buy |
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|
2019
Q1 | $479K | Buy |
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|
2018
Q4 | $243K | Buy |
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|
2018
Q3 | $265K | Hold |
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|
2018
Q2 | $246K | Buy |
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