Laraway Financial 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
$249K Buy
2025
Q2
$235K Buy
2025
Q1
$248K Buy
2024
Q4
$242K Buy
2024
Q3
$249K Buy
2024
Q1
Sell
2023
Q4
$236K Buy
2023
Q3
$212K Buy
2022
Q3
Sell
2022
Q2
$210K Buy
2022
Q1
$207K Buy
2021
Q4
$200K Buy