Legacy 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
Q2 | $378K | Sell |
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|
2025
Q1 | $401K | Sell |
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|
2024
Q4 | $417K | Hold |
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|
2024
Q3 | $430K | Hold |
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|
2024
Q2 | $395K | Sell |
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|
2024
Q1 | $436K | Sell |
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|
2023
Q4 | $424K | Sell |
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|
2023
Q3 | $597K | Sell |
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|
2023
Q2 | $970K | Sell |
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|
2023
Q1 | $1.25M | Buy |
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|
2022
Q4 | $1.28M | Sell |
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|
2022
Q3 | $2.02M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $7K | Hold |
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|
2018
Q3 | $8K | Hold |
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|
2018
Q2 | $8K | Hold |
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|
2018
Q1 | $7K | Hold |
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|
2017
Q4 | $8K | Buy |
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