Legacy 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 | – | Sell |
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|
2025
Q1 | $3.58M | Buy |
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|
2024
Q4 | $2.09M | Buy |
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|
2024
Q3 | $2.15M | Sell |
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|
2024
Q2 | $2.09M | Hold |
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|
2024
Q1 | $2.14M | Sell |
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|
2023
Q4 | $2.06M | Sell |
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|
2023
Q3 | $2.22M | Hold |
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|
2023
Q2 | $2.28M | Buy |
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|
2023
Q1 | $1.59M | Buy |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $533K | Hold |
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|
2022
Q2 | $575K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $232K | Buy |
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