Latitude 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 | $2.02M | Sell |
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|
2025
Q1 | $2.22M | Buy |
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|
2024
Q4 | $1.7M | Buy |
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|
2024
Q3 | $1.56M | Buy |
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|
2024
Q2 | $1.43M | Sell |
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|
2024
Q1 | $1.65M | Buy |
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|
2023
Q4 | $1.51M | Sell |
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|
2023
Q3 | $1.49M | Buy |
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|
2023
Q2 | $1.52M | Buy |
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|
2023
Q1 | $1.41M | Buy |
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|
2022
Q4 | $1.35M | Sell |
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|
2022
Q3 | $1.32M | Buy |
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|
2022
Q2 | $1.26M | Sell |
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|
2022
Q1 | $3.78M | Buy |
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|
2021
Q4 | $2.41M | Buy |
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|
2021
Q3 | $2.17M | Buy |
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|
2021
Q2 | $1.08M | Buy |
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|
2021
Q1 | $891K | Buy |
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|
2020
Q4 | $685K | Buy |
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